Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and based on plan size, complexity, number of participants, and estimated meeting requirements. RPC charges up to 1.00% of plan assets annually, with a $15,000 minimum. Fixed fees may be charged instead of asset-based fees, generally not exceeding 1.00% of plan assets unless assets are less than $2,000,000. Fees are deducted from plan assets or billed quarterly. RPC may reduce or waive fees at its discretion.
Areas of Practice
Advisor Information
Office location
345 California Street, Suite 1100, San Francisco, CA, 94104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is the Vice President of Oski Management Inc., a family office, overseeing investment management, dedicating a few hours per week. He is also a member of the Board of Managers for G2 Insurance Services, Inc., an insurance broker, spending minimal time on this role.