Raymond Capital Advisors (RCA) offers investment strategies to achieve long-term returns. RCA uses models based on momentum and earnings to identify promising asset classes, sectors, and stocks. RCA offers consulting services to help clients evaluate and mitigate portfolio risks and create customized investment strategies. RCA also offers customized financial planning services.
Assets Under Management$29M
Clients22
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fee schedule is for equities only strategies. For blended assets strategies, the fee schedule is: First $1 million: 0.80%, Next $4 million: 0.65%, Over $5 million: 0.50%. A minimum fee of $2,500 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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