Rational Capital Advisors (RCA) helps clients manage their financial lives and grow their wealth to meet long-term goals. RCA offers financial planning services, including asset allocation and retirement planning. RCA also manages investment portfolios for clients, focusing on fundamental research to build portfolios of listed securities. RCA tailors portfolios to client preferences but may end the relationship if restrictions prevent adequate service.
Assets Under Management$2.5M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable at the discretion of Rational Capital Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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