RFK Capital Management provides financial planning and investment advice to do-it-yourself investors. RFK operates on a flat-fee basis and offers services including a DIY Investing Service and a Financial Review Service. The DIY Investing Service includes financial and investment plan documents, a financial checklist, Zoom meetings, and support in opening investment accounts. The Financial Review Service includes a review of investment holdings and personalized recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Do-It-Yourself Investing Service — $3,750 one-time fee, includes financial and investment plan documents, a financial checklist, four Zoom meetings, and six months of follow-up support.
- Financial Review Service — $1,950 one-time fee, includes a review of investment holdings, a pre-letter Zoom meeting, a written personalized letter with recommendations, and a post-letter Zoom meeting, plus one hour of follow-up advice.
- Follow-Up Financial Review Session Level 1 — $295, includes a review of updated financial information and a 50-minute Zoom meeting.
- Follow-Up Financial Review Session Level 2 — $550, includes a review of updated financial information, a 50-minute Zoom meeting, and a 3-to-4-page letter confirming recommendations.
- Follow-Up Financial Review Session Level 3 — $1,150, includes a review of updated financial information, a 50-minute Zoom meeting, a 6-to-8-page letter confirming recommendations, and a second 30-minute meeting. Can also provide an updated Financial Independence projection.
One-Time Plan:$295 - $3,750
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