Rcn Wealth Advisors Fees & Minimum

Overview

Total Firm Assets: $75 million
Average High-Net-Worth Client Portfolio Size: $1.5 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FORM ADV 2A AND 2B (2026-04-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.80%
$1,000,001	$2,000,000	0.60%
$2,000,001	$3,000,000	0.40%
$3,000,001	$4,000,000	0.25%
$4,000,001	and above	0.15%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$23,000	0.46%
$10 million	$30,500	0.30%
$50 million	$90,500	0.18%
$100 million	$165,500	0.17%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 76.87%
Number of High-Net-Worth Clients: 38
Total Client Accounts: 174
Discretionary Accounts: 174

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 163562

FORM ADV 2A AND 2B (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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