RCN Wealth Advisors is a financial planning and investment management firm. RCN WA offers portfolio management based on individual client goals and risk tolerance. RCN WA also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt planning. RCN WA also acts as a sub-advisor to an exchange-traded fund (ETF).
Assets Under Management$58M
Clients54
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.25% |
| $4M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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