RCN Wealth Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,362,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$1,101,170
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for financial planning between $490 and $4,000. Fees negotiable.
$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+: 0.15%
$200 per hour for financial planning services. Fees negotiable.
Account minimum: $500,000 (household minimum, may be waived) Fee-only: Financial planning fees: Fixed fees between $490 and $4,000; Hourly fee $200/hour. Fees are negotiable.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
RCN Wealth Advisors, Inc.
116 Terrapin Ln
Stevensville MD 21666, United States
Number of offices
1
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