RC Private Wealth (RCPW) provides investment management, financial planning, and consulting services to individuals, high net worth individuals, and businesses. RCPW works with clients to determine their investment objectives and risk profile, then develops a customized investment plan. RCPW uses investment and portfolio allocation software to evaluate portfolio designs and primarily recommends passively managed asset class and index mutual funds. RCPW has retained Buckingham Strategic Partners as a sub-advisor.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees may be negotiable in certain circumstances. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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