RETIREMENT CAPITAL SERVICES LLC

RIASEC Registered

Total AUM

$10.3M

Discretionary

$10.3M

100% of AUM

Avg account

$99.1K

Accounts

104

Employees

Advisory reps

Firm details

Headquarters: GRAND BLANC, Michigan
CRD number: 319779
Website: retirementcap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Capital Services LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. As a capital allocator, Retirement Capital Services LLC seeks to optimize investment strategies that align with client goals while selecting other advisers when necessary. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.