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CFP
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CFP

Thomas Westrick

Rpc Private Wealth, LLC
27 Years of Experience
Hinsdale, IL
View SEC Summary
View SEC Summary

Thomas Westrick is a CFP-designated registered investment advisor at Rpc Private Wealth, LLC, based in Hinsdale, IL, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 331 clients with $290M in assets under management.

Rpc Private Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
331 clients
Average Client Portfolio
$865K average
Assets Under Management
$286.3M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.85%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are generally not negotiable. Alternative platform (American Funds F2) has a separate fee schedule ranging from 0.25% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

120 E. Ogden Avenue, Suite 102, Hinsdale, IL, 60521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas works as a financial consultant for Retirement Programs Co. LLC, dedicating about half his time to financial planning and client management. He also invests in rental real estate, spending minimal time on this activity.

Employment History
Current Registrations
Rpc Private Wealth, LLC
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Private Vista, LLC
August 2016 - February 2019 · 2 yrs 6 mos
Wna Wealth Advisors, INC.
March 2011 - August 2016 · 5 yrs 5 mos
Apw Capital, INC.Broker
November 2010 - December 2020 · 10 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
August 2009 - September 2010 · 1 yr 1 mo
Waterstone Financial Group, INC.Broker
October 2002 - August 2009 · 6 yrs 10 mos
Dreher & Associates, INC.Broker
April 2001 - October 2002 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
January 2001 - March 2001 · 2 mos
Ids Life Insurance CompanyBroker
January 2001 - March 2001 · 2 mos
Lasalle St Securities, L.L.C.Broker
June 2000 - December 2000 · 6 mos
Dreher & Associates, INC.Broker
April 1999 - June 2000 · 1 yr 2 mos
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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