RCA Advisory Services provides investment advice and financial planning services. RCA offers asset management, helping clients develop custom portfolios. They also offer financial planning services, including retirement, estate, business, and education planning. RCA manages assets on a non-discretionary basis, meaning they need your permission before making trades.
Fee Structure
RCA Advisory Services charges a retainer fee based on the estimated hours they will spend on your account annually. The hourly rate is up to $800, but it may be negotiable. Clients needing estate planning services will pay a higher hourly fee than those needing only asset management. RCA may also provide services for a fixed retainer fee of up to $100,000 annually, which may be negotiable.