RCL Capital Management offers financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides advice through consultations, covering financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. RCL Capital Management is a fee-only firm and does not receive commissions.
Assets Under Management$34M
Clients90
Advisors1
Avg. per Client$380K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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