RIMAC Capital offers investment management services, creating tailored portfolios based on client goals and risk tolerance. They also provide financial planning services on an hourly, project-based, or ongoing basis, covering areas like retirement, taxes, estate planning, and insurance. RIMAC requests authority to make trades without asking first. Clients are responsible for implementing any recommendations.
Assets Under Management$7.6M
Clients20
Advisors2
Avg. per Client$380K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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