RCA Wealth Strategies offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RCA uses an Investment Policy Statement to guide investment decisions. RCA can manage investments with or without the client's prior approval for each transaction. RCA also provides investment management for retirement plans to clients in KS, MO, and NE. RCA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and venture capital funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000. For retirement plans, the fees are: - **First $500,000:** 1.00% per year - **$500,001 - $1,000,000:** 0.75% per year - **$1,000,001 - $2,000,000:** 0.50% per year - **Over $2,000,000:** 0.25% per year or a negotiated flat fee - **Money Market Only:** 0.50% per year