Richie Capital Group

Fee-Only (% of Portfolio)

Richie Capital Group (RCG) provides investment advisory services to foundations, endowments, pensions, trusts, family offices, estates, business entities, and high net worth individuals. RCG manages assets through privately offered pooled investment vehicles and separately managed accounts (SMAs). RCG offers investment strategies through SMAs, including the RCG Select Alpha Strategy and Conservative Top 10 Strategy. RCG does not offer financial planning or consulting services.

Assets Under Management$52M
Clients51
Advisors1
Avg. per Client$1M
Avg. per Advisor$52M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Richie Capital Group charges an annual fee based on the value of your portfolio. For accredited and qualified clients, the base rate is 1.00% of all assets, plus a performance-based fee. Fees are assessed quarterly. For retail clients, the fee schedule is negotiated on a client-by-client basis. There is no minimum fee.

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Location

1 Advisors at this firm

Richie Capital Group | TrueAdvisor