How does the advisor help clients – Key Takeaways:
RETIREMENT CAPITAL MANAGEMENT, LLC (RCM) is a financial management firm that specializes in retirement planning and portfolio management. With a team of experienced advisors and a wide range of financial services, RCM works closely with clients to help them achieve their retirement goals.
Facts and Insights
Here are some key facts and insights about RCM:
- Assets Under Management: As of 2020, RCM has over $500 million in assets under management (AUM).
- Number of Advisors: RCM has a team of 20 financial advisors who are dedicated to serving their clients.
- Time in Business: Founded in 2005, RCM has been in business for over 15 years, providing financial guidance to clients through various market cycles.
Financial Services Offered
RCM offers a range of services to help clients manage their retirement capital. These include:
- Retirement planning: RCM works closely with clients to understand their financial goals and develop a personalized retirement plan to help them achieve those goals.
- Portfolio management: RCM utilizes a risk-based approach to manage clients’ portfolios, taking into consideration their risk tolerance and long-term objectives.
- Investment advice: RCM provides expert advice on investment strategies and helps clients make informed decisions about their investments.
Client Types
RCM serves a diverse range of clients, including:
- Individuals and families: RCM works with individuals and families of all ages and backgrounds to help them plan for a secure retirement.
- Business owners: RCM offers tailored financial solutions for business owners, helping them plan for their own retirement as well as the succession of their businesses.
- Trusts and foundations: RCM provides financial management services for trusts and foundations, ensuring that their objectives are aligned with the organization’s mission.
Fees & Compensation
RCM operates on a fee-based compensation structure, meaning that advisors are compensated based on a percentage of the assets under management. This incentivizes advisors to focus on the long-term success of their clients’ portfolios rather than short-term gains.
Background
RCM was founded by a team of experienced financial advisors who saw the need for personalized retirement planning and management. With a commitment to providing objective and transparent advice, RCM has grown into a reputable and trusted firm, helping clients navigate the complexities of retirement planning.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to be aware of any disclosures or potential conflicts of interest. Here are some disclosures to know about RCM:
- RCM is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All RCM advisors are required to adhere to a strict code of ethics and maintain their fiduciary duty to act in their clients’ best interests.
- RCM does not receive any compensation from third-party companies for recommending their products or services.