R5 Capital Management provides investment advisory services to individuals and other clients. Services include creating and managing portfolios with stocks, bonds, ETFs, and mutual funds, as well as financial planning. R5 Capital also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$13M
Clients24
Advisors1
Avg. per Client$530K
Avg. per Advisor$13M
Fee Structure
R5 Capital Management offers two primary investment management services:
- Asset Management: The annual fee is up to 1.3% of your account value.
- Comprehensive Portfolio Management: The annual fee is up to 1.5% of your account value.
Fees are calculated monthly based on the value of your account on the last day of the previous month. These fees are negotiable.
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