Rademacher Financial, INC.

Assets Under Management

$262.9M

Number of Clients

347

Number of Advisors

6

Average Client AUM

$758K

AUM per Advisor

$43.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Rademacher Financial, Inc. is a registered investment adviser offering portfolio management, financial planning, and individual retirement plan consulting services. Investment advice is tailored to meet clients’ needs and investment objectives. The firm uses fundamental and technical analysis. They require a minimum relationship value of $250,000, which may be waived.

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:$490 - $7,500
Hourly Rate:$75 - $550/hr

Fees for portfolio management are based on assets under management, but will not exceed 2.0% annually and are negotiable. Annuities included in investment management recommendations are billed quarterly in arrears at 1.00%, which is non-negotiable. Financial planning fees are negotiable and can be hourly ($75-$550), flat ($490-$7,500), or annual retainer ($490-$3,000). Individual retirement plan consulting fees range from 0.90% to 1.00% of the participant's retirement plan asset value payable quarterly in arrears. A minimum relationship value of $250,000 is required, but may be waived.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

1505 Kasold Drive, Lawrence, KS, 66047

6 Advisors at this firm