R L Capital, LLC manages client investments with the goal of providing reasonable long-term returns, emphasizing each client's risk tolerance. They primarily invest in value-oriented stocks and exchange-traded funds. R L Capital also provides income tax preparation services. Investment decisions are tailored to each client's needs, considering their risk tolerance and any restrictions they may have.
Assets Under Management$12M
Clients14
Advisors1
Avg. per Client$880K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.70% |
Fee percentages are sometimes subject to negotiation and further discussion. For example, in some cases fees are not charged on cash, cash equivalents, and Certificates of Deposit in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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