Rinzler Capital LLC (RCL) provides ongoing portfolio management services based on individual client goals and risk tolerance. RCL also offers wealth management and financial planning, including investment, life insurance, tax, retirement, education, debt/credit, and estate planning. RCL primarily recommends equities and ETFs.
Assets Under Management$800K
Clients6
Advisors1
Avg. per Client$130K
Avg. per Advisor$800K
Fee Structure
Rinzler Capital offers wealth management with financial planning for a flat dollar fee:
- Resident Doctor: $2,500 per year, collected monthly or quarterly.
- Attending Doctor / Professional: $6,500 per year, collected monthly or quarterly.
The fees are negotiable.
- Financial Plans: $2,500. The fees are negotiable.
- Hourly Fees: $250 per hour. The fees are negotiable. Fees may be waived if the client is a Wealth Management client.
Annual Retainer:$2,500 - $6,500/year
One-Time Plan:$2,500
Hourly Rate:$250/hr
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