RBC Capital Markets, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

RBC Wealth Management, a division of RBC Capital Markets, offers financial planning services to individuals and corporate clients. These services provide a personalized analysis and written advice to help clients assess their financial situation and pursue specific financial goals. The financial planning process involves gathering information, analyzing the information, and proposing recommendations. RBC Financial Planning provides clients with generalized guidance on financial goals and objectives.

Assets Under Management$310B
Clients283,910
Advisors3,777
Avg. per Client$1.1M
Avg. per Advisor$82M

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

3,777 Advisors at this firm

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