RPM Capital Management, LLC provides personalized investment management services primarily for individuals, trusts, foundations, and family offices. The firm focuses on two main investment strategies: a bond program specializing in high-yield tax-exempt municipal bonds and a blend program that includes both municipal bonds and dividend-paying equities. RPM Capital Management emphasizes rigorous in-house research, due diligence, and credit analysis when selecting municipal bonds, which are designed to generate tax-free cash flow. Portfolios are typically managed on a discretionary basis, allowing the team to make trades and adjustments according to the chosen strategy without needing prior approval for each individual transaction. RPM Capital Management requires a minimum investment of $500,000 for new investment management accounts, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are a guide and may be higher or lower based on account size, complexity of asset structures, and length of time with the firm.