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  RBC Wealth Management

RBC Wealth Management

in Wealth Management from RBC Wealth Management

Unaffiliated

RBC Wealth Management

Unaffiliated

in Wealth Management from RBC Wealth Management

Net Recommendation Score -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
Highlights
Community Rating

Rating not yet determined

In our efforts to provide the community with the most accurate information, recommendation rating is not determined until a sufficient number of SuperMoney users cast their vote
Median Account N/A
Minimum Account $100,000
U.S. AUM (billions) $780
Wealth Managers 4,800

RBC Wealth Management Review

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

What wealth management fees does RBC Wealth Management charge?

RBC Wealth Management 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 Wealth Management?

Hiring a wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolios performance.

RBC Wealth Management does not charge fees based on an investment expense ratio.

What are the annual management fees of RBC Wealth Management?

RBC Wealth Management charges an annual management fee that starts at $12,500 and ranges up to $250,000 .
RBC Wealth Management Fees
Description
Investment Expense Ratios N/A
Fee Model Management and/or advisory fee
Management / Advisory Fee $12,500 - $250,000

What wealth management services does RBC Wealth Management offer?

Wealth management companies typically offer a wide selection of services. RBC Wealth Management provides the following:

Wealth Management Services Offered Options
Supported Options Unsupported Options
  • Strategic Research
  • Cash management
  • Estate Planning
  • Investment Advice
  • Tax Planning
  • Acquisitions and dispositions
  • Financial reporting
  • Accounting
  • Due diligence
  • What investment vehicles does RBC Wealth Management 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 Wealth Management offers the following types of investment portfolios and account types.

    Investment Vehicles Options
    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 Wealth Management offers its clients.

    Investment Choices Options
    Supported Options Unsupported Options
  • Stocks
  • Mutual Funds
  • Bonds
  • ETFs
  • Options
  • FOREX
  • Futures
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • What is the minimum amount you have to invest to open an account with RBC Wealth Management?

    The minimum amount to open an account with RBC Wealth Management is 100000.

    How does RBC Wealth Management compare to other wealth management companies?

    Pros & Cons of RBC Wealth Management
    Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Wide selection of wealth management services offered.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • World Economic Forum named RBC among the most sustainable large organizations in the world for investing in the communities where they live and work.
  • 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.
  • SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

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    About RBC Wealth Management

    Availability

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

    Feature Breakdown

    Management / Advisory Fee $12,500 - $250,000
    Minimum Account $100,000
    U.S. AUM (billions) $780
    Wealth Managers 4,800
    Investment Vehicles
    • Real estate debt
    • Separate accounts
    Wealth Management Expertise
    • Investing Advice
    • Tax Planning
    Wealth Management Services Offered
    • Cash management
    • Estate Planning
    • Investment Advice
    • Strategic Research
    • Tax Planning

    RBC Wealth Management Community Reviews

     

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