Relevance Capital Management (RCM) provides investment management on a discretionary basis, along with financial planning and consulting services. RCM allocates client assets among individual stocks and bonds, mutual funds, exchange-traded funds (ETFs), and interval funds. Financial planning covers retirement, social security, risk management, investments, estate planning, and insurance. RCM may recommend other professionals, but clients make all final decisions.
Assets Under Management$440M
Clients272
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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