RHM Capital Management is a Fort Worth, Texas-based registered investment advisor founded in 2010. The firm specializes in comprehensive portfolio management, which includes ongoing asset management and financial planning tailored to individual client goals, risk tolerances, and financial situations. Portfolios may consist of exchange-traded funds, mutual funds, individual stocks, bonds, and other securities. Additionally, RHM Capital Management provides pension consulting services to employer plan sponsors to help establish, monitor, and review participant-directed retirement plans. The firm operates on a discretionary basis for portfolio management, meaning professionals make trading decisions on behalf of clients after an agreed-upon investment plan is established. RHM Capital Management emphasizes a fiduciary commitment to act in the best interest of clients while maintaining relationships with independent custodians such as Charles Schwab & Co., Inc. to hold client assets.
Fee Structure
RHM Capital Management charges an annual fee based on a percentage of the total assets they manage for you. This fee is billed quarterly in advance and scales down as your portfolio grows:
- $1 to $5,000,000 — 1.25% per year
- $5,000,001 to $10,000,000 — 1.00% per year
- Over $10,000,000 — 0.75% per year