Rincon Wealth Management offers investment management and financial planning services. Investment management is tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, college, and tax planning. Rincon Wealth also manages special purpose vehicles (SPVs) for private offerings, but only recommends these to qualified clients on a non-discretionary basis.
Assets Under Management$51M
Clients92
Advisors1
Avg. per Client$550K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The annualized fee for Rincon’s investment advisory services can be up to 2% of the value of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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