Raleigh Capital Management (RCM) is a registered investment advisor. RCM offers financial planning services, which focus on overall financial goals, not active account management. RCM also refers clients to outside money managers. RCM can act as a 'manager of managers,' selecting third-party managers for clients. RCM may also offer direct investment management. RCM does not limit its advice to certain types of investments.
Fee Structure
Raleigh Capital Management (RCM) offers investment management services where they directly manage your investments or act as a 'manager of managers' by selecting third-party money managers. The advisory fee is negotiable but generally will not exceed 1.80% of the value of your assets per year. The fee is charged monthly or quarterly, based on the average daily balance of your account. If RCM retains sub-advisers, they will be paid out of the advisory fees RCM collects from you.