Reagan Companies Asset Management (RCAM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RCAM also offers financial planning services covering areas like investment planning, insurance, tax concerns, retirement, college, and debt management. RCAM may direct clients to third-party investment advisors but does not receive compensation for doing so. RCAM generally limits its investment advice to mutual funds, equities, bonds, ETFs, and government securities.
Assets Under Management$990M
Clients738
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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