Comprehensive Wealth Management

At Riverplace Capital, we are competitive and in the middle range in price for Registered Investment Advisory fees. Our Management Fee is 1 .25% annualized, billed in advance in quarterly increments. This may be paid directly or automatically out of an account.  Fees may be discounted for size and multiple accounts may be aggregated to this fee calculation. Accounts are usually custodied with Charles Schwab or Pershing, a division of/Bank of NY Mellon. Transaction costs are born by the account. These are low negotiated rates.  Since RCM trades infrequently, these costs are minimal.

Aggregate Assets Under Management Annual Fee Percentage
$2,000,000 and Below 1.25%
$2,000,000 and Above 1.00%
*The minimum annual fee is $1,250 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.

In exchange for this fee, you receive from us the following services free of charge:

  • Initial financial consultation
  • Financial Planning ($1250 value)
  • Regular face-to-face meetings
  • Trusted advice on numerous matters, financial and otherwise
  • Quarterly Financial report on your portfolio performance
  • Access to your account 24-7

Account Minimum: Most accounts have a $100,000 minimum. While many firms require a $500,000 minimum, we are committed to making wealth management accessible to as many individuals as possible. We know that the practice of investing can help you realize goals that might otherwise appear out of reach and welcome the opportunity to start you on the path of lifetime investing.

If you are interested in working with a firm that provides added value at no added cost, Talk With Us!

Talk with Us

Tell me more about your financial services!

Contact Us
First
Last