Rechter Wealth Management

Provides fee based financial planning and non discretionary investment portfolio management services.

Rechter Wealth Management, LLC is owned and operated by Peter J. Rechter, CFP. The firm specializes in fee based financial planning and investment management. Assets managed by the firm are custodied through Fidelity Institutional Brokerage Group. Mr. Rechter employs a disciplined asset allocation strategy customized for each client based on a number of factors including their financial objectives, risk tolerance, time horizon, and liquidity needs. Investment selection is based on the client's allocation plan. Mr Rechter utilizes no load mutual funds as the primary investment vehicle in portfolios that he manages, and through Fidelity, he has access to a wide range of mutual fund families. Clients pay an asset management fee of 0.5% to 1% annually based on the level of assets managed.