RBC Global Asset Management (U.S.) INC.

Fee-Only (% of Portfolio)Fixed/Hourly

RBC Global Asset Management (U.S.) Inc. offers institutional investment management services across various asset classes, including United States equities, fixed income, liquidity management, impact and community investing, and structured credit strategies. The firm primarily serves institutional clients, corporations, pension plans, foundations, and pooled investment vehicles through separate accounts, wrap fee programs, and model portfolios. RBC Global Asset Management (U.S.) Inc. employs fundamental and quantitative research approaches to construct customized portfolios aligned with client objectives and risk profiles.

Assets Under Management$100B
Clients245
Advisors2
Avg. per Client$430M
Avg. per Advisor$52B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Rates shown are for the Small Cap Growth equity strategy. Other strategies have different fee schedules ranging from 0.08% to 0.90%, with account minimums typically between $10 million and $100 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

RBC Global Asset Management (U.S.) INC. - Fees, AUM & Advisors | TrueAdvisor