Robert Charles Capital Management (RCCM) offers investment advice and manages portfolios for clients based on their individual needs and goals. RCCM also provides financial advice covering personal finances, taxes, investments, insurance, retirement, and estate planning. RCCM manages accounts with individual securities for larger accounts and exchange-traded funds for smaller accounts.
Assets Under Management$98M
Clients44
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts over $10 million. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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