Jace Champlin
Jace Champlin is a ChFC-designated registered investment advisor at Rca Wealth Strategies LLC, based in Overland Park, KS, with 18 years of industry experience. Jace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 265 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000. For retirement plans, the fees are: - **First $500,000:** 1.00% per year - **$500,001 - $1,000,000:** 0.75% per year - **$1,000,001 - $2,000,000:** 0.50% per year - **Over $2,000,000:** 0.25% per year or a negotiated flat fee - **Money Market Only:** 0.50% per year
Fee Estimator
Location
11011 King Street, Suite 150, Overland Park, KS, 66210
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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 ActivitiesSells Insurance
Jace is a licensed insurance agent.
Employment History
Current Registrations
Rca Wealth Strategies LLC
Previous Registrations
Securities America, INC.Broker
Insight Financial Services
Securities Service Network, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 states
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.