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  RBC Capital Markets, LLC
RBC Capital Markets, LLC
in Wealth Management from RBC Capital Markets, LLC
Unaffiliated

RBC Capital Markets, LLC

Unaffiliated
in Wealth Management from RBC Capital Markets, LLC
Net Recommendation Score -100  

SUPERMONEY NET RECOMMENDATION SCORE

This product is strongly not recommended by SuperMoney users with a score of -100, equating to 1 on a 5 point rating scale.

-100

Recommendation score measures the loyalty between a provider and a consumer. It's at +100 if everybody recommends the provider, and at -100 when no one recommends.

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Highlights
Community Rating

Rating not yet determined  

Minimum Initial Investment $100,000
U.S. AUM (billions) $780
Median Account N/A
Wealth Managers 4,800

RBC Capital Markets, LLC Review

RBC Capital Markets, LLC is offered by RBC Capital Markets, LLC, founded in 1909 and based in New York, NY. RBC Capital Markets, LLC is available in 43 states (and Washington, DC).

RBC Capital Markets, LLC Pros & Cons

Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Wide selection of wealth management services offered.
  • Competitive investment expense ratios.
  • World Economic Forum named RBC among the most sustainable large organizations in the world for investing in the communities where they live and work.
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  • Not many investment vehicles available.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Fee schedule is not tiered, which may not always work in the favor of higher dollar clients.

RBC Capital Markets, LLC FAQ

What wealth management fees does RBC Capital Markets, LLC charge?

RBC Capital Markets, LLC uses a fee-only model .

Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.

What are the investment expense ratios of RBC Capital Markets, LLC?

Hiring an wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved.

RBC Capital Markets, LLC does not charge fees based on an investment expense ratio.

What are the annual management fees of RBC Capital Markets, LLC?

RBC Capital Markets, LLC charges an annual management fee that starts at $12,500 and ranges up to $250,000 .
RBC Capital Markets, LLC Fees
Description
Fee Model
  • Management and/or advisory fee
Management / Advisory Fee $12,500 - $250,000

What wealth management services does RBC Capital Markets, LLC offer?

Wealth management companies typically offer a wide selection of services. RBC Capital Markets, LLC provides the following:

Wealth Management Services Offered
Supported Options Unsupported Options
  • Tax Planning
  • Strategic Research
  • Cash management
  • Estate Planning
  • Investment Advice
  • Acquisitions and dispositions
  • Financial reporting
  • Accounting
  • Due diligence

What investment vehicles does RBC Capital Markets, LLC offer?

A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.

RBC Capital Markets, LLC offers the following types of investment portfolios and account types.

Investment Vehicles
Supported Options Unsupported Options
  • Separate accounts
  • Real estate debt
  • Real estate securities
  • Commingled funds
  • Co-investment programs
  • Global indirect investments
  • Strategic partnerships

These are the investment options RBC Capital Markets, LLC offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • Mutual Funds
  • Bonds
  • ETFs
  • Options
  • FOREX
  • Futures
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • Treasury Bills

What is the minimum amount you have to invest to open an account with RBC Capital Markets, LLC?

The minimum amount to open an account with RBC Capital Markets, LLC is $100,000.
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Contact

About RBC Capital Markets, LLC

Availability

  Available in 43 states and Washington, D.C.
  • Alaska
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Washington, DC
  • West Virginia
  • Wisconsin
  • Wyoming

Feature Breakdown

Fee Model
  • Management and/or advisory fee
Management / Advisory Fee $12,500 - $250,000
U.S. AUM (billions) $780
Wealth Managers 4,800
Minimum Initial Investment $100,000
Investment Choices
  • Stocks
  • Mutual Funds
  • Bonds
  • ETFs
Investment Vehicles
  • Separate accounts
  • Real estate debt
Wealth Management Expertise
  • Investing Advice
  • Tax Planning
Wealth Management Services Offered
  • Tax Planning
  • Strategic Research
  • Cash management
  • Estate Planning
  • Investment Advice

RBC Capital Markets, LLC Community Reviews

 

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SUPERMONEY NET RECOMMENDATION SCORE

This product is strongly not recommended by SuperMoney users with a score of -100, equating to 1 on a 5 point rating scale.

-100

Recommendation score measures the loyalty between a provider and a consumer. It's at +100 if everybody recommends the provider, and at -100 when no one recommends.

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