RCM Wealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, pension and profit-sharing plans, and corporations. They create personalized investment strategies based on client goals, risk tolerance, and time horizon. Financial planning services cover areas like retirement, education funding, and estate planning. RCM Wealth Advisors manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$390M
Clients830
Advisors13
Avg. per Client$470K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$25K
Planning is charged separately
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% |
Also offers Managed Asset Portfolios (MAP) with fees ranging from 0.25% to 0.50%. Non-discretionary accounts are charged either a $500 annual minimum fee or 0.5% of the assets in the account, not to exceed 3% of the overall portfolio. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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