Roschman Capital Advisors (RCA) provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. RCA creates an Investment Policy Statement for each client to help select a suitable portfolio. RCA also offers family office services, including oversight of investments, tax planning, estate planning, and philanthropic planning. RCA may direct clients to third-party investment advisors.
Assets Under Management$2M
Clients16
Advisors1
Avg. per Client$120K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $40.0M | 0.65% |
| $40M+ | 0.55% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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