Retirement Capital Services LLC (RCSL) provides ongoing portfolio management based on individual client goals and risk tolerance. RCSL creates an Investment Policy Statement for each client. RCSL also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. RCSL may choose third-party investment advisors to manage client assets.
Assets Under Management$10M
Clients63
Advisors1
Avg. per Client$160K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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