RBC Wealth Management generally requires a minimum of $250,000 in investable assets for their professional wealth management services, though some services may have different minimums.
Here's a more detailed breakdown:
- General Minimum: For professional wealth management services, RBC Wealth Management typically requires a minimum of $250,000 in investable assets.
- RBC Unified Portfolio: This service has a minimum of $2,500.
- Consulting Solutions: This service has a minimum of $100,000.
- Portfolio Focus: This service has a minimum of $50,000.
- RBC Advisor: This service has a minimum of $25,000.
- RBC Private Banking: Clients are typically business owners, entrepreneurs, wealthy families, corporate executives or other professionals with a minimum of $1 million in investable assets or an overall net worth of $3 million.
- RBC Investment Advantage: You can participate individually as long as you have a minimum of $250,000 to invest in mutual funds.
- Fee waivers: Clients who have $250,000 or more in household assets with RBC WM or $500 or more in commissions during the last 12 months, accounts open less than 12 months, accounts with zero balance, Premier household, advisory wrap-fee program, pledged, or irrevocable trust/trust accounts with a TIN.
No comments:
Post a Comment