Retirement Capital Management offers investment management, wealth advisory, and consulting services. The firm primarily serves individuals, families, and institutional clients, providing advice on retirement planning, risk management, asset allocation, and investment selection. They offer both discretionary and non-discretionary investment management services, tailoring strategies to client needs and goals.
Assets Under Management$5.4M
Clients36
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees for clients that elect a passive (non-managed) investment strategy or require less time involvement due to simplified investment supervisory needs may be discounted. In some cases, engaging the firm on a retainer basis may be in the client’s best interest.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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