R.M. Sincerbeaux Capital Management (RMSCM) provides investment management services to high-net-worth individuals and their families. RMSCM manages stock and bond portfolios based on each client's investment needs. RMSCM does not participate in wrap fee programs.
Assets Under Management$230M
Clients15
Advisors1
Avg. per Client$15M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is 0.75% of equity assets and 0.25% of fixed income and cash reserves. For IRA accounts, the fee is 0.65% of all assets. RMSCM may reinstate the 0.25% fee on cash reserves due to higher interest rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...