Roosevelt Capital Management (RCM) offers portfolio management services based on individual client goals and risk tolerance. RCM seeks discretionary authority to make investment decisions. RCM also provides advisement services on investment strategy, manager selection, and asset allocation, without discretionary authority. RCM generally offers U.S. and non-U.S. fixed income securities, equities, and cash management.
Assets Under Management$1.3B
Clients63
Advisors2
Avg. per Client$21M
Avg. per Advisor$650M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at the discretion of Roosevelt Capital Management and dependent on the mix of products utilized by the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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