RCH Fields Family Wealth Management offers portfolio management services based on clients' goals, objectives, and risk tolerance. They create an investment policy statement for each client. RCH also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. RCH may direct clients to third-party investment advisors.
Assets Under Management$27M
Clients14
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $15.0M | 1.00% |
| $15M+ | 1.00% |
Fees are negotiable above $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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