RPM Capital Management is a registered investment advisor that focuses on managing investments in high-yield, tax-exempt municipal bonds and dividend-paying equities. RPM requires a minimum of $500,000 to manage, though this may be waived. RPM manages assets on a discretionary basis, meaning they make trades for you. RPM does not offer wrap programs.
Assets Under Management$74M
Clients148
Advisors3
Avg. per Client$500K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees may be higher or lower based on the nature of the account. Lower fees for comparable services may be available from other sources. Factors affecting fee percentages include the size of the account, complexity of asset structures, length of time the client has been with the firm, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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