RBC Rochdale offers investment advice to individuals, investment companies, corporations, charities, pension plans, and government entities. Rochdale builds personalized investment portfolios tailored to each client's financial goals and risk tolerance. Rochdale's services are provided directly to clients as well as through wrap fee programs, model delivery programs, turnkey asset management platforms, mutual funds, and subadvisory relationships.
Fee Structure
RBC Rochdale offers investment management services with fees based on a percentage of the assets managed. The specific fees vary depending on the account type and the amount invested.
Annual Program Relationship Model:
Clients pay an annual investment advisory fee and an annual program fee. The investment advisory fee covers investment management services, while the program fee covers transaction costs and custodial services.
Transaction-Based Relationship Model:
Clients pay an annual investment management fee, transaction costs, and custodial fees.
Fees may be negotiable.