RCS Financial Advisors manages investment portfolios for individuals, custodial accounts, corporations, Individual Retirement Accounts, and trusts. The firm operates with the authority to make trades without asking first, using fundamental analysis to select stocks, mutual funds, corporate bonds, certificates of deposit, and government securities. Client accounts are held at Charles Schwab & Co., where Charles Schwab provides custody, research, and trading execution. RCS Financial Advisors conducts annual reviews of each client's investment strategy and performance, while keeping monthly logs of account performance. The firm is led by President Kally J. Tsangaris and requires clients to handle their own proxy voting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are charged quarterly in arrears and are not negotiable.