Richmond Capital Advisors (RCA) offers automated investment management services through an online platform. RCA uses computer algorithms to create investment portfolios tailored to your age, risk tolerance, and financial situation. While investment professionals oversee the algorithms, they may not monitor each individual account. RCA primarily invests in mutual funds, fixed income, stocks, and exchange-traded funds (ETFs).
Assets Under Management$930K
Clients7
Advisors1
Avg. per Client$130K
Avg. per Advisor$930K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Richmond Capital Advisors (RCA) charges a percentage of your account value annually for managing your investments. The specific percentage depends on the portfolio type you choose:
- Income Portfolio: 0.80%
- High Income Portfolio: 0.90%
- Income & Growth Portfolio: 1.00%
- Moderate Growth Portfolio: 1.10%
- Aggressive Growth Portfolio: 1.20%
- Multisector Equity Portfolio: 1.20%
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