RCPlanners provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and businesses. Services include tax, estate planning, risk management, retirement planning, business development needs, and investment management. Clients can choose stand-alone comprehensive financial planning, ongoing financial planning, project/hourly consulting, or investment supervisory services.
Assets Under Management$81M
Clients148
Advisors3
Avg. per Client$540K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiated by the Advisor based on anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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