RPC Wealth provides financial planning, consulting, and investment management services to individuals and high-net-worth individuals. They allocate client assets to independent investment managers based on the client's financial situation, goals, risk tolerance, and investment objectives. RPC monitors the performance of these managers to ensure alignment with client objectives. Clients can impose reasonable restrictions on their accounts. The firm also provides advice on legacy positions and investments held in employer-sponsored retirement plans.
Assets Under Management$56M
Clients395
Advisors2
Avg. per Client$140K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4M+ | 1.00% |
RPC can negotiate a fee rate that differs from the range set forth above for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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