Rmc Investment Advisors

Fee-Only (% of Portfolio)

Resources Management Corp (RMC) offers both discretionary and non-discretionary investment advice to high net-worth individuals, families, institutions, corporations, and municipalities. RMC manages various accounts, including personal, trust, retirement, profit-sharing, cash management, and charitable gift annuity programs. RMC collaborates with clients to determine their needs, objectives, and risk tolerance. They select asset classes through strategic asset allocation, blending money market funds, fixed income securities, and equities to increase the probability of achieving client objectives while reducing overall portfolio risk.

Assets Under Management$990M
Clients396
Advisors7
Avg. per Client$2.5M
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fee may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

7 Advisors at this firm