Retirement Capital Advisors (RCA LLC) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. RCA LLC creates an Investment Policy Statement outlining the client's current situation and constructs a plan to select a suitable portfolio. RCA LLC generally limits its investment advice to fixed income securities, insurance products including annuities, equities and ETFs. RCA LLC may request authority to make trades without asking first.
Assets Under Management$7.4M
Clients24
Advisors1
Avg. per Client$310K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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