Risemint Capital Advisors (RCA) offers investment advice and asset management services, focusing on building portfolios to meet client needs. RCA helps clients develop and execute plans to build and preserve wealth. They manage assets on a discretionary or non-discretionary basis. RCA also provides financial planning and consulting services, including comprehensive financial plans and Investment Policy Statements. RCA may recommend annuity products. The minimum account opening balance is $500,000, which may be negotiable.
Assets Under Management$120M
Clients292
AdvisorsN/A
Avg. per Client$410K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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