RLT Capital manages investments for a private investment fund (Pomeroy Capital Partners, LP) and separately managed accounts. RLT uses a research-intensive, value-driven investment strategy, seeking to buy securities at prices below their assessment of intrinsic value. RLT does not provide financial planning or other advisory services.
Assets Under Management$3.5M
Clients1
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for separately managed accounts, paid monthly. Fees may be negotiable. The firm also manages a private investment fund with a 1% annual management fee and performance-based compensation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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