Richard Lees Capital Management (RLCM) offers investment management services tailored to individual client needs. RLCM develops a personal investment policy for each client based on their goals, risk tolerance, and time horizon. RLCM manages accounts on a discretionary basis, focusing on capital appreciation, growth, income, or a combination. RLCM also publishes a quarterly newsletter with general financial information.
Assets Under Management$21M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $650K | 1.75% |
| $650K - $800K | 1.50% |
| $800K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees negotiable for amounts over $1 million. A separate 2.00% annual fee is charged for cryptoasset investment management when cryptoassets are custodied separately. Consulting fees are $450/hour.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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