RMC Financial Advisors offers financial planning and investment management. Financial planning includes tax, insurance, retirement, and estate planning. For investment management, RMC considers your financial situation, risk tolerance, and goals to develop an investment strategy. RMC manages accounts using general securities, mutual funds, government securities, and options. For alternative investments, RMC helps clients select and monitor other money managers.
Assets Under Management$40M
Clients151
Advisors3
Avg. per Client$270K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
RMC Financial Advisors charges a negotiable annual fee for managing your money, ranging from 0.5% to 2% of your account. The exact percentage depends on the size and complexity of your account. This fee is paid quarterly at the end of each quarter.
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