Retirement Capital Management provides investment management, wealth advisory, and consulting services to individuals, families, and institutional clients. The firm focuses on retirement planning, risk management, asset allocation, and investment selection. Services are offered on both a discretionary and non-discretionary basis, meaning the registered investment advisor can make trades on your behalf or consult with you first depending on your preferences. Retirement Capital Management utilizes various strategies including active asset management, Core + Satellite investing, and Modern Portfolio Theory to build diversified portfolios tailored to client risk tolerances and goals. The firm is led by Larry E. Crocker and operates from Murfreesboro, Tennessee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees generally range from 0.50% to 1.50% depending on the investment strategy selected. Fees may be discounted for passive or simplified accounts.