John Bankovitch is a registered investment advisor at Rb Capital Management, LLC, based in San Francisco, CA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 614 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RB Capital Management charges a percentage of your portfolio annually for investment management. The fee varies depending on the type of investments and the amount you invest.
Long Equities:
- Up to $100,000: 1.75%
- $100,001 to $250,000: 1.50%
- $250,001 to $500,000: 1.25%
- $500,001 to $1,000,000: 1.00%
- $1,000,001+: 0.75%
Fixed Income:
- Up to $1,000,000: 0.75%
- $1,000,001 to $2,500,000: 0.50%
- $2,500,001 to $5,000,000: 0.40%
- $5,000,001+: 0.35%
Hedging Strategies:
- Up to $100,000: 2.50%
- $100,001 to $250,000: 2.00%
- $250,001 to $500,000: 1.75%
- $500,001 to $1,000,000: 1.50%
- $1,000,001+: 1.25%
These fees may be negotiable in certain circumstances.
Location
601 Montgomery Street, Suite 315, San Francisco, CA, 94111
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Regulatory History
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.
Learn about disclosures →Other Business Activities
John is an Investment Advisor Representative (IAR) with RB Capital Management since January 2025, dedicating a few hours per week. He also operates under Portsmouth Financial Services and The Bankovitch Team.
Employment History
Current Registrations
Rb Capital Management, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Portsmouth Financial ServicesBroker
Portsmouth Financial Services, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sloan Securities CORP.Broker
Gunnallen Financial, INCBroker
Portsmouth Financial ServicesBroker
State Registrations1 state
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.