Rclco Fund Advisors, LLC

CRD#167905
Investment Advisor Firm

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Learn more about Rclco Fund Advisors, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Rclco Fund Advisors, LLC operates as a financial advisor firm headquartered in Los Angeles, California. Rclco Fund Advisors, LLC has an average-sized group, including 37 financial advisors. Rclco Fund Advisors, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, options and equities.



    Rclco Fund Advisors, LLC's headquarters is located at 11601 Wilshire Blvd., Los Angeles, California 90025. The company is allowed to provide services to customers across 3 states, including California, Colorado and Maryland.

    Editorial note: In some instances, firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Rclco Fund Advisors, LLC. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    37

    Disclosures

    No

    Office Location

    11601 Wilshire Blvd.
    Los Angeles, CA 90025

    Rclco Fund Advisors, LLC by the Numbers

    Total Number of Employees

    41

    National Average: 64
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    Products and Services

    Rclco Fund Advisors, LLC provides a number of financial services, which can include pension consulting services, educational seminars and other services. The company does not sell products or offer services other than investment advisory services to its investment advisory accounts.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management are based on the type of services offered. Fee types billed by the company most likely consist of some combination of the following fee types: hourly, fixed or other. Rclco Fund Advisors, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Disclosures

    Rclco Fund Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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