Whitney Baniewicz is a registered investment advisor at Rdg Capital Management LLC, based in Rochester, NY. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 91 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be waived for employees of RDGCM, their families, and in unique situations. All accounts within a single immediate family relationship may be grouped when calculating fees. Fixed fees may be used depending on individual circumstances. Fees may be negotiable in some cases.
Fee Estimator
Location
10 Winthrop St, Rochester, NY, 14607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rdg Capital Management LLC
State Registrations1 state
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