RSA Capital offers investment management and financial planning services. Investment management is tailored to individuals, family trusts, small businesses, and institutions, managing accounts with the client's permission to buy and sell securities. RSA Capital offers two investment service options: RSA Allocation Series and RSA Premiere Strategy. Financial planning, including retirement/education planning and portfolio review, is free for investment management clients. For others, it's charged hourly.
Fee Structure
RSA Capital charges a percentage of the assets they manage for investment management services. The annual management fee is 2.00% for RSA Aggressive Growth, RSA Moderate Growth, RSA Conservative Growth, RSA Appreciation and Income, and RSA Premiere Strategy. The annual management fee is 1.50% for RSA Conservative Appreciation and RSA Income. RSA Capital may also charge a performance fee of 0-20% annually.