RCM Robinson Capital Management provides portfolio management and investment supervisory services, primarily for city, local government, special district agencies, trusts, foundations, and high net worth individuals in California. RCM focuses on short and intermediate-term fixed income portfolios and advises on asset allocation using individual securities, mutual funds, and exchange-traded funds. RCM also offers a Health Benefit Trust Program.
Assets Under Management$110M
Clients10
Advisors1
Avg. per Client$11M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
A standard institutional fixed income client is billed a negotiated fee of approximately 0.10%. Clients in the Health Benefits program are charged up to 0.35% of the value of assets under management. Fees are negotiable depending on the amount of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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