RF Capital Management provides investment management services to individuals and entities through separately managed accounts. They focus on long-term capital appreciation by investing in undervalued stocks, bonds, and other securities. RFCM uses a single common investment strategy but can offer separate strategies based on client needs. They have the authority to select the broker-dealer to execute client transactions.
Assets Under Management$1.4M
Clients12
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, there is also a performance-based fee of 20% of capital gains, subject to a loss carryforward.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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