In-house expertise,
an entire network behind you.
Our most comprehensive service pairs Rapport's in-house financial planning and investment management with a curated roster of vetted outside professionals, all coordinated by your advisor.
| Assets under management | Annual rate |
|---|---|
| Up to $1 million | 1.20% |
| More than $1 million up to $5 million | 1.00% |
| More than $5 million up to $10 million | 0.75% |
| More than $10 million | 0.50% |
The applicable annual rate is applied to the entire account value and is not calculated incrementally.
Held-Away Accounts: When Rapport is engaged to provide non-discretionary management of eligible held-away assets, such as a 401(k), those assets are charged an annual fee of 0.50%. Additional requirements apply, as described in our Form ADV.
Please review our Form ADV for complete information about fees and expenses.
Investment Management
Disciplined professional management of your investments designed to reflect your risk tolerance and investment goals. Includes asset allocation, strategy selection, rebalancing, and tax-loss harvesting.
Investment Policy Statement
A professionally curated statement defining your investment goals, objectives, risk tolerance, and liquidity needs, the foundation of every client relationship.
Risk Management & Insurance Planning
A thorough analysis of your insurance needs and a plan for implementing coverage to protect you and your family against life's unexpected events.
Financial Planning
A written plan analyzing your current financial picture and providing a clear roadmap for your short and long-term financial goals.
Retirement Planning
Identifying income sources, sizing up expenses, and managing assets toward your retirement lifestyle goals. Includes retirement income planning, Medicare planning, and tax-efficient account withdrawals.
Employee Benefits Planning
Review Health, Dental, Vision, Life, Disability, 401(k), and Equity Compensation to make informed decisions about your benefit plan selections.
Major Purchase & Scenario Planning
Professional forecasting for any major purchases or spending needs, creating a flexible plan that prepares you for life's big decisions without disrupting your long-term goals.
Education Savings
A strategy for saving and investing toward education expenses for your children or loved ones, including 529 plans, UTMA accounts, and SECURE Act 2.0 opportunities.
Multi-Generational Wealth Planning
Advising multiple generations comprehensively and coordinating family planning without minimums imposed on clients' children, building wealth that endures.
Evidence, not
guesswork.
Our investment management approach is backed by decades of financial and academic research. It's disciplined, evidence-based, and lets markets, not predictions, do the work.
Evidence-Based Construction
This isn't guesswork or a gut feeling about where markets are headed next. We build portfolios on decades of financial and academic research, staying disciplined rather than chasing performance or trying to time the markets.
Low-Cost, Tax-Aware Investing
We use low-cost, factor-based strategies from firms including Dimensional Fund Advisors and Avantis, alongside index funds from Vanguard, BlackRock, and State Street. Keeping costs down is one of the few things an investor can actually control, and it compounds meaningfully over time. We stay disciplined on fund expense ratios and on the taxes you pay along the way.
Selective Alternatives & Sophisticated Strategies
For appropriate, eligible clients, we provide access to carefully evaluated alternative and sophisticated strategies, including offerings from Blackstone and AQR, long/short SMAs, and direct indexing. Availability varies, and each strategy is considered within the context of the client's broader portfolio and financial plan.
Your network of
trusted specialists.
We have built relationships with vetted outside professionals across the areas that frequently intersect with our clients' financial lives. When outside expertise is needed, we help identify an appropriate professional and coordinate their work with the broader financial plan.
Estate Planning Attorneys
Attorneys who help coordinate estate plans for asset transfer, incapacity, and family continuity.
Tax Attorneys
Attorneys who advise on complex tax issues involving business transactions, estate planning, and wealth transfer.
Bookkeepers
Professionals who help business owners manage cash flow, payroll, and expenses.
CPAs & Tax Planners
Professionals who coordinate tax preparation and year-round tax planning strategies.
Insurance Specialists
Professionals who assess coverage needs and compare appropriate options across carriers.
Philanthropic Giving
Professionals who help structure charitable giving through donor-advised funds, foundations, and impact investments.
Business & Personal Lending
Professionals who help evaluate borrowing options, terms, and costs.
Mortgage Professionals
Professionals who help evaluate mortgage options for purchases, refinancing, or accessing home equity.
Bankers
Professionals who assist with cash management, banking, and lending needs.
Art Expert
An art professional with 15+ years at Christie's, a Master of Fine Arts, and an extensive gallery network, supporting clients with significant art holdings or interests.
Access beyond
public markets.
Eligible Private Client Model clients may have access to a curated range of alternative-investment strategies across private equity, private credit, real estate, real assets, and venture capital. Availability and investor-qualification requirements vary by offering.
Private Equity & Credit
Private equity and private credit strategies that may provide exposure to companies, lending opportunities, and return drivers that differ from those available in traditional public markets.
Real Estate
Selected real estate strategies may include direct real estate funds, REITs, and other real estate vehicles across commercial, residential, and specialty sectors.
Real Assets
Infrastructure, commodities, and other real-asset strategies that may provide diversification and sensitivity to different economic and inflationary conditions than traditional stocks and bonds.
Venture Capital
Selected venture-capital funds and, when available, co-investment opportunities involving privately held companies at various stages of growth.
Alternative investments involve significant risks and are not appropriate for every investor. Risks may include loss of principal, limited liquidity, long holding periods, higher fees and expenses, limited transparency, complex tax reporting, valuation uncertainty, and the use of leverage. Certain offerings are available only to investors who satisfy applicable financial and eligibility requirements. Availability is not guaranteed.