Resource Capital Management uses internally developed financial models based on algorithms to create investment portfolios. These portfolios may include stocks, options, and other securities. The firm can tailor its services to individual clients, but clients can restrict investments in specific securities. Resource Capital Management does not have a bundled fee program.
Assets Under Management$180K
Clients1
AdvisorsN/A
Avg. per Client$180K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable. The firm and client may agree to a performance fee where the firm receives 20% of all returns above a negotiated threshold.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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