Jacob Niles is a registered investment advisor at Raleigh Capital Management INC., based in Cary, NC, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Retirement Planning. Their firm serves 470 clients with $400M in assets under management.
Compensation
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Number of Clients
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Fee Structure
Raleigh Capital Management (RCM) offers investment management services where they directly manage your investments or act as a 'manager of managers' by selecting third-party money managers. The advisory fee is negotiable but generally will not exceed 1.80% of the value of your assets per year. The fee is charged monthly or quarterly, based on the average daily balance of your account. If RCM retains sub-advisers, they will be paid out of the advisory fees RCM collects from you.
Location
117 Edinburgh South Drive, Suite 110, Cary, NC, 27511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raleigh Capital Management INC.
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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