Rpc Private Wealth, LLC
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Overview
Rpc Private Wealth, LLC is a financial advisor firm based in Hinsdale, Illinois. The firm handles $187.2 million in total assets across 1,059 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small group, including 1 financial advisor. Rpc Private Wealth, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, equities and options.
Rpc Private Wealth, LLC manages 1,050 of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by an investment advisor without needing to seek client authorization. The company also administers nine non-discretionary accounts with a total of $1.7 million in assets. The company manages roughly $176,784 in assets for every customer account. An average financial advisor at Rpc Private Wealth, LLC oversees about 1,059 client accounts.
The company's headquarters is located at 120 E. Ogden Avenue, Hinsdale, Illinois 60521. The firm is registered to serve clients throughout 5 states, including Florida, Illinois, Michigan, Texas and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rpc Private Wealth, LLC by the Numbers
$187.2 million
1
1,059
$176.8 thousand
Products and Services
Services that Rpc Private Wealth, LLC offers include financial planning services and portfolio management for individuals and small businesses. However, it did not provide financial planning services to any of its accounts in the previous financial year. Rpc Private Wealth, LLC is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
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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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
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.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by the firm likely include any combination of the following fee types: asset-based or fixed. Rpc Private Wealth, LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors, high net worth investors and pension plans. Out of its 1,059 customers, Rpc Private Wealth, LLC's largest client type by number of accounts is retail investors, but it also serves 57 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 16.91%
- Other Individuals - 82.2%
- Corporations - 0.89%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rpc Private Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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