Rall Capital Management is a fee-only financial planning and investment advisory firm. That means that there we are paid only by our clients, not by a brokerage firm or fund company. No commissions!

Most brokers charge on a commission basis. The commission structure is an inherent conflict of interest because the broker is paid to "move money" or trade, rather than to shepherd the client's portfolio through good times and bad.

Portfolio Management Fees

• Assets-under-Management (AUM) structure: Yearly fee of 1.25% for AUM under $500,000, 1.00% for AUM between $500,000 and $1,000,000, 0.75% for AUM between $1,000,000 and $3,000,000, and 0.50% for AUM above $3,000,000.

Financial Planning Fees

• One-time fee between $1,500 and $4,000 depending upon complexity of plan.
• Portfolio Management clients receive either discounted or free financial planning services depending upon the level of assets under management.