RDM Capital Associates provides personalized asset management services to individuals, families, trusts, charitable organizations, pensions, and corporations. RDM generally manages assets on a discretionary basis, making investment decisions without seeking specific client approval for each trade. Clients can deposit or withdraw funds at any time. Investment strategies are tailored to each client's objectives, determined through document review and interviews. RDM considers all of a client’s accounts when making investment decisions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
RDM typically charges 1.5% of assets under management for equity-based accounts and 0.45% of assets under management for fixed income-based accounts. Fees are negotiable and may be higher or lower than this range.