Rather & Kittrell Capital Management
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, High Net Worth Individuals
Your life is a series of transitions, Together we can design a plan that will guide you to a successful financial future.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Education Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Percentage of Assets (AUM) — 0.5%–1.25% of AUM