RCS Financial Planning provides investment management based on individual client goals and risk tolerance. RCS creates a plan to select a portfolio that matches each client's specific situation. RCS also offers ongoing financial planning for a monthly fee, where a planner develops, implements, and monitors a client's financial plan. RCS may use third-party investment advisors to manage certain client accounts.
Assets Under Management$240M
Clients222
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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