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RCH Fields Family Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,122,148
Clients
14
14% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$1,937,296
About
RCH Fields Family Wealth Management LLC provides ongoing portfolio management, selection of other advisers, and consulting/financial planning services to individual and high‑net‑worth clients. The firm charges percentage‑of‑AUM fees and maintains an account minimum of $200,000 (which may be waived), delivering a tailored Investment Policy Statement for each client.
The firm constructs portfolios based on each client’s goals, risk tolerance and time horizon and employs multiple methods of analysis, including charting, fundamental, technical and cyclical analysis. RCH uses a range of strategies — long‑ and short‑term trading, margin, short sales and options when appropriate — typically with discretionary trading authority and quarterly account reviews.
Noteworthy for a solo independent adviser, RCH discloses formal relationships with third‑party investment advisers and receives fee‑sharing compensation when directing clients to those managers, a potential conflict the firm says it manages by recommending only licensed advisers. The firm also highlights access to institutional resources and custodian‑sponsored educational events and workshops, which it identifies as a component of its client education and practice support.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Serving on family/protector trust and investment committees and serving as trustee to relatives of the firm's managing directo
Serving on family/protector trust and investment committees and serving as trustee to relatives of the firm's managing directo
Expertise
Options & derivatives strategies
Fee options
Fixed fees for financial planning, nominally equivalent to percentage of assets advised upon
$1 - $199,999: 1.25% $200,000 - $15,000,000: 1.00% $15,000,001+: Negotiable
$300 to $660 per hour
Account minimum: $200,000 (may be waived)
Main office location
RCH Fields Family Wealth Management LLC
Denver CO, United States
Number of offices
1
Most active in
RCH Fields Family Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Connecticut · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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