Ridgepath Capital Management (RCML) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. RCML creates an Investment Policy Statement for each client. RCML also offers tax preparation services for individuals, trusts, estates, partnerships, and corporations. RCML may direct clients to third-party investment advisors and be compensated via a fee share.
Assets Under Management$360M
Clients121
Advisors2
Avg. per Client$3M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable. If RCML directs clients to Axxcess Wealth Management, the total annual fee is 0.85% for assets between $1,000,000 and $5,000,000, and 0.65% for assets over $5,000,001. RCML receives a portion of this fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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