RPC Private Wealth manages investment portfolios for individuals, high-net-worth clients, and retirement plans. The firm builds customized portfolios primarily using mutual funds, exchange-traded funds, and real estate funds based on each client's goals, time horizon, and risk tolerance. RPC Private Wealth operates under different service tiers depending on the custodian and level of engagement desired, ranging from comprehensive management through Charles Schwab to more limited arrangements using American Funds or variable annuities. The firm has discretionary authority to trade investments on behalf of clients without prior consultation for each trade. RPC Private Wealth does not offer financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally not negotiable. Alternative platform (American Funds F2) has a separate fee schedule ranging from 0.25% to 1.00%.