RCS Financial Advisors provides asset management services where they make investment decisions for you. They manage investments for individuals, custodial accounts, corporations, IRAs, and trusts. The firm uses fundamental analysis to evaluate investments, considering factors like financial statements, management teams, and dividend history.
Assets Under Management$8.3M
Clients25
Advisors1
Avg. per Client$330K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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