How does the advisor help clients – Key Takeaways:
RCM WEALTH ADVISORS provides comprehensive financial planning and investment management services to help clients achieve their financial goals.
The firm specializes in creating personalized strategies to address individual client needs and objectives.
- RCM WEALTH ADVISORS offers transparent and unbiased advice, as they do not receive commissions for investment recommendations.
- The firm’s advisors are experienced and knowledgeable, with a focus on building long-term relationships with their clients.
- RCM WEALTH ADVISORS has a strong commitment to client education, providing resources and tools to empower clients to make informed financial decisions.
Facts and Insights
RCM WEALTH ADVISORS was founded in 1990 and is headquartered in New York City.
The firm manages approximately $3.5 billion in assets under management (AUM) and has a team of 18 advisors.
- RCM WEALTH ADVISORS has a balanced portfolio approach, utilizing both passive and active strategies to manage client investments.
- The firm prides itself on providing exceptional customer service, with a focus on responsiveness and accessibility to their clients.
- RCM WEALTH ADVISORS has been recognized by leading industry publications such as Forbes and Barron’s for their excellence in wealth management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3.5 billion | 18 | Founded in 1990 |
Financial Services Offered
RCM WEALTH ADVISORS offers a wide range of financial services to meet the diverse needs of their clients.
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance and Risk Management
Client Types
RCM WEALTH ADVISORS serves individuals, families, and small business owners, providing tailored financial solutions for each client’s unique needs and goals.
Fees & Compensation
RCM WEALTH ADVISORS operates on a fee-only basis, meaning they do not receive commissions for investment recommendations. Instead, they charge a percentage of AUM as a management fee, ensuring their interests are aligned with those of their clients.
The firm is transparent about their fees and provides fee schedules to clients before any services are rendered.
Background
RCM WEALTH ADVISORS was founded by a team of experienced financial professionals who saw a need for unbiased, personalized financial advice in the industry. The firm has since grown and evolved, earning a reputation for excellence and integrity in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, RCM WEALTH ADVISORS is legally obligated to disclose any potential conflicts of interest or past disciplinary actions. This information can be found on the firm’s Form ADV, which is publicly available on the SEC’s website.
It is always recommended to thoroughly research a financial advisor before entrusting them with your assets and to stay informed on any updates or changes by regularly reviewing their Form ADV.