RCS Wealth Management provides investment management, financial planning, and sub-advisory services. They create tailored investment portfolios based on clients' goals and risk tolerance. Financial planning covers areas like retirement, insurance, and tax planning. RCS may use third-party managers to manage accounts, performing due diligence and ongoing reviews.
Assets Under Management$22M
Clients99
Advisors1
Avg. per Client$220K
Avg. per Advisor$22M
www.linkedin.com/in/robert-c-smith-08bb3114 ·www.rcswealth.com ·www.facebook.com/rcswealthmanagement
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
RCS Wealth Management offers investment management services for an annual fee based on the amount of your portfolio. The maximum annual fee is 1.85%. There is a minimum account size of $500,000, but RCS may waive this requirement. Fees are deducted from your account monthly.
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