RPC Private Wealth offers ongoing portfolio management services based on individual client goals and risk tolerance. They provide account management under three service structures: FundMAP, F2, and variable annuity/529 plan platforms, each with different custodians and levels of service. RPC Private Wealth also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. They primarily recommend mutual funds and ETFs.
Assets Under Management$250M
Clients328
Advisors1
Avg. per Client$770K
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
These fees apply to accounts custodied at Schwab, Nationwide Variable Annuity, and Bright Directions 529 Plan platforms. Lower fees apply to American Funds F2 share class platform.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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