Rabe Investment Consulting Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rabe Investment Consulting Group provides investment management and financial planning and consulting to individuals (including high‑net‑worth clients), families, trusts, charitable institutions, foundations, and corporations, offering both discretionary and non‑discretionary portfolio management. The firm also advises on certain held‑away products, including variable life insurance and annuity contracts, and works with employer‑sponsored retirement plans as part of its services.
RICG describes a holistic, fiduciary approach and an active portfolio management style that uses quantitative screening to identify undervalued individual securities as a core, then surrounds that core with ETFs and mutual funds for diversification and risk management. The firm combines active and passive strategies, emphasizes tax‑efficient, risk‑adjusted asset allocation, and may engage independent managers for portions of client assets to align portfolios with clients’ cash‑flow needs and risk profiles.
Noteworthy aspects that set RICG apart from many peers include providing complimentary client newsletters and operating a wrap fee program for portfolio management—both items the firm discloses explicitly and are relatively uncommon among similar advisers. The firm also highlights negotiated brokerage and custodial arrangements (Trade‑PMR/First Clearing) to access institutional trading and custody services and an ability to advise on held‑away insurance and annuity products alongside its use of independent managers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 2.0% $500,000 - $1,000,000: 1.75% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $4,000,000: 1.25% $4,000,000+: 1.00%
Fee-only: Fees are fee-only; no commissions
Main office
4199 Kinross Lakes Parkway, Suite 210
Richfield OH 44286
Advisors at this office
2
Most active in
Arizona · California · Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Amanda C
CFP®, Series 66
Richfield, OH
Rabe Investment Consulting Group
Amanda Crighton is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Rabe Investment Consulting Group since 2021 and held positions at Wells Fargo Clearing, Randstad Staffing, and Banana Republic prior to that. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a combination of active and passive portfolio management strategies, emphasizes tax-efficient asset allocation, and offers discretionary and non-discretionary management alongside advising on held-away insurance and annuity products.
Michael R
CFA®, Series 63, Series 65
Richfield, OH
Rabe Investment Consulting Group
Michael Rabe is a CFA® charterholder with 48 years of industry experience. He is a principal at Rabe Investment Consulting Group, where he has worked since 2021. Prior to that, he held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a fiduciary approach combining active and passive strategies, with an emphasis on tax-efficient, risk-adjusted asset allocation and uses quantitative screening to identify undervalued securities.
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