RCM Wealth Advisors is a registered investment advisor based in Chicago, Illinois, offering continuous portfolio management and financial planning services. RCM Wealth Advisors manages accounts on both a discretionary and non-discretionary basis, tailoring strategies to individual goals, risk tolerance, and tax considerations. The firm provides several internal investment strategies, including equity portfolios, income-focused options strategies, exchange-traded fund portfolios, and mutual fund solutions. In addition to investment management, RCM Wealth Advisors offers comprehensive or modular financial planning covering retirement, taxes, estate planning, education funding, risk management, and insurance. The firm works with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on client complexity and assets. Non-discretionary accounts charge 0.5% with a $500 minimum and a 3% maximum. Internal managed asset portfolio strategies may carry additional strategy fees of 0.25% to 0.5%.