Richmond Capital
Assets Under Management
$190K
Number of Clients
3
Number of Advisors
1
Average Client AUM
$63K
AUM per Advisor
$190K
Compensation
Fee-Only (AUM)
About This Firm
Richmond Capital Advisors LLC (RCA) provides robo-advisory portfolio management services through an online interface, using algorithm-based advice customized to each client's profile. RCA generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Fee Structure
RCA offers robo-advisory portfolio management services with fees based on the value of the account. The annual fees are: 0.80% for Income Portfolio, 0.90% for High Income Portfolio, 1.00% for Income & Growth Portfolio, 1.10% for Moderate Growth Portfolio, 1.20% for Aggressive Growth Portfolio, and 1.20% for Multisector Equity Portfolio. There is an account minimum of $100,000, which may be waived by RCA in its discretion. Clients are responsible for third-party fees such as custodian and brokerage fees.
Areas of Practice
Location
2333 Brickell Ave, Suite D1, Miami, FL, 33129