Assets Under Management
$260.0B
Number of Clients
293,703
Number of Advisors
3633
Average Client AUM
$885K
AUM per Advisor
$71.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
RBC Wealth Management, a division of RBC Capital Markets, LLC, offers RBC Financial Planning services. These services provide personalized analysis and written advice to help clients assess their financial situation and pursue specific financial goals. The firm follows a three-step process: gather information, analyze information, and propose recommendations. Financial Advisors may include other RBC subject matter experts to help with financial planning.
Fees for financial planning services are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
200 Vesey St., New York, NY, 10281