Rogers Capital Advisors (RCA) provides investment advice and financial planning services. RCA helps clients develop and implement plans to build and preserve wealth. Services include asset management, comprehensive financial planning, estate planning, business planning, and education planning. RCA primarily manages assets on a discretionary basis, but may also manage assets on a non-discretionary basis.
Assets Under Management$3.6M
Clients7
Advisors2
Avg. per Client$520K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,001. Your account at the custodian may also be charged for certain additional assets managed for you by us but not held by the custodian (i.e. variable annuities, mutual funds, 401(k)s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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