RBC Rochdale manages investment portfolios and provides discretionary and non-discretionary investment advisory services for individuals, businesses, charitable organizations, and government entities. Rochdale builds personalized investment portfolios utilizing proprietary research, global economic insights, and a structured asset allocation framework. The firm's offerings include U.S. and international equities, fixed income, opportunistic income, real assets, alternative investments, and external manager strategies. Rochdale operates through two main business channels, serving clients directly through annual program and transaction-based relationship models, as well as through wrap fee programs, turnkey asset management platforms, and sub-advisory relationships. As a subsidiary of City National Bank and the Royal Bank of Canada, Rochdale provides comprehensive portfolio management tailored to each client's specific financial goals, cash flow needs, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Annual program accounts also assess an additional program fee ranging from 0.01% to 0.11% based on account size.