Rvk, Inc

CRD#18005
Investment Advisor Firm

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

    • Overview

    Rvk, Inc is located at 222 Sw Columbia Street, Suite 600, Portland, OR. The firm employs 114 financial advisors to manage client portfolios and provide financial guidance. Rvk, Inc is not a registered broker-dealer.

    Rvk, Inc oversees $1.1 billion in assets under management across 34 accounts, all of which are non-discretionary. The services offered include pension consulting services, publication of newsletters, educational seminars, and other services. The firm caters to high net worth investors, banking institutions, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, and corporations, with pension plans being the largest client type by accounts. The fee structure at Rvk, Inc includes hourly, fixed, and other fees. The firm has 8 high net worth clients.

    Rvk, Inc is registered in the states of California, Idaho, Illinois, New Mexico, New York, Ohio, Oregon, Texas, and Washington.

    Assets Under Management

    $1.1 billion

    Number of Advisors

    114

    Disclosures

    No

    Office Location

    222 Sw Columbia Street, Suite 600
    Portland, OR 97201

    Rvk, Inc by the Numbers

    Total Assets Under Management

    $1.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    137

    National Average: 64
    Total Number of Accounts

    34

    National Average: 375,227
    Average Account Size

    $32.8 million

    National Average: $23.0 thousand
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    Products and Services

    Rvk, Inc provides a variety of financial services, including pension consulting services, publication of newsletters, educational seminars, and other services. Notably, Rvk, Inc did not provide financial planning services to any of its customers in the last financial year. The Company is not engaged in selling products or offering services aside from 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.

    • Offered by 3% of firms

      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 advisory services typically are based on the financial services offered. Fees charged by Rvk, Inc likely consist of some combination of the following fee types: hourly, fixed, or other.

    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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    Types of Clients

    The company does business with a number of different customers. The firm works with high net worth investors, banking institutions, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, and corporations. Out of its 8 clients, Rvk, Inc's biggest client group by number of accounts is state or municipal government entities, although it also manages money for 8 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 3.9%
    • Other Individuals - 0%
    • Corporations - 83.41%
    • Charitable Organizations - 12.68%

    * 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

    Rvk, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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