Rappaport Reiches Capital Management,
Assets Under Management
$1.1B
Number of Clients
424
Number of Advisors
N/A
Average Client AUM
$2.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Rappaport Reiches Capital Management provides tailored financial planning and discretionary investment management to individuals, families, and non-profit organizations. They diversify clients across U.S. and international markets, using passive and index-related institutional funds for long-term performance, diversification, low cost, and tax efficiency.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
25% discount for not-for-profit clients who meet our $1,000,000 account minimum.
Fee Estimator
Our fee schedule is based on a percentage of your assets under management. The annual rates are 1.25% on the first $500,000, 0.75% on the next $2,500,000, 0.50% on the next $2 million, and 0.25% on the balance. Fees are paid quarterly in advance. We offer a 25% discount for not-for-profit clients who meet our $1,000,000 account minimum.
Areas of Practice
Location
5202 Old Orchard Road, Suite 160, Skokie, IL, 60077