RCM Capital Management offers investment advisory services where they manage your investments, and financial planning services on a separate fee basis. They work with individuals, high net worth individuals, trusts, estates, and pension and profit sharing plans. RCM can manage your investments with or without the ability to make trades without asking you first. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$98M
Clients248
Advisors1
Avg. per Client$390K
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $7.5M | 0.20% |
| $7.5M+ | 0.15% |
Fees are negotiable and may vary based on several factors. Certain legacy clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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