RJC Wealth Management offers ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. RJC creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. RJC generally limits its money management to mutual funds and ETFs but may use other securities as well to help diversify a portfolio when applicable. RJC does not execute transactions of any nature for clients; all transactions are the responsibility of the clients.
Assets Under Management$21M
Clients1
Advisors1
Avg. per Client$21M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
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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