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RCA Wealth Strategies LLC

Headquartered in OVERLAND PARK, KS

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Firm Information

RCA Wealth Strategies LLC is a registered investment advisor with 54,656,000 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and 401(k) investment management services. They have 575 total accounts with 535 being discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations.

RCA Wealth Strategies LLC

$54.66M

Assets Under Management

10

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k investment management

401k investment management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

RCA WEALTH STRATEGIES LLC has a total of 3 branch locations across the country.

Advisors at RCA Wealth Strategies LLC

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Disclosures

There are no public disclosures for RCA Wealth Strategies LLC.

Frequently Asked Questions (5)

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