RBC Capital Markets, LLC
Assets Under Management
$260.0B
Number of Clients
293,703
Number of Advisors
3632
Average Client AUM
$885K
AUM per Advisor
$71.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RBC Wealth Management (RBC WM), a division of RBC Capital Markets, LLC, provides personalized financial planning services to individuals and corporate clients. These services include gathering financial information, analyzing the information, and proposing recommendations in an executive summary. The plans cover areas like investment planning, wealth accumulation, protection, conversion to income, and transfer.
Fee Structure
Fees for RBC Financial Planning Services are negotiated and range from $1,000 to $20,000, but may exceed $20,000 in certain cases. The fees cover advice, development, and delivery of a financial plan. Fees are negotiable and may differ from client to client based on factors such as the service selected, scope of engagement, complexity, assets involved, and the extent that other RBC Specialists are engaged. Your Financial Advisor receives a percentage of the financial planning fees you pay.
Areas of Practice
Location
200 Vesey St., New York, NY, 10281