RBC Wealth Management Branch - Conshohocken

★★★☆☆
  • 181 Washington Street Suite 500

    Conshohocken, PA 19428

    Map & Directions
  • 484-530-2800

About RBC Wealth Management Branch - Conshohocken

Categories
  • Financial Planners
  • Investments
Hours
M-F 9am-5pm, Sa-Su Closed
Phones
  • Fax (484-530-2842)

Finance

Finance
More choices in Conshohocken:
Resultset_next

Ellen Taub - State Farm Insurance Agent

1216 Township Line Rd Drexel Hill, PA

Resultset_next

Girard Partners LTD

555 Croton Rd # 210 King Of Prussia, PA

3.0 2
Hi! Sign in to let us know how RBC Wealth Management Branch - Conshohocken was?
Write a Review
.

Service is good but RBC has many fees and they are often higher than other financial institutions. Some examples: standard account fee ($140.) IRA custodial fees ($50. and going to $60. soon) and IRA exiting fees- when you transfer your IRA to another firm ($125.) The account management fee will be waived if your account assets are more than $250,000. There is a long list of other fees. If you need frequent investment advice perhaps these fees will not matter. But for a small investor these fees are onerous and will deplete the interest you can earn on your investments. For no fees look into Charles Schwab or TJ Ameritrade.

2
★★☆☆☆

Service is good but RBC has many fees and they are often higher than other financial institutions. Some examples: standard account fee ($140.) IRA custodial fees ($50. and going to $60. soon) and IRA exiting fees- when you transfer your IRA to another firm ($125.) The account management fee will be waived if your account assets are more than $250,000. There is a long list of other fees. If you need frequent investment advice perhaps these fees will not matter. But for a small investor these fees are onerous and will deplete the interest you can earn on your investments. For no fees look into Charles Schwab or TJ Ameritrade.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

A full service broker who will take care of most of your investing needs. The advice I get from my broker is usually very good. He is somewhat conservative, but that is because I am very aggressive. The fees are much more than going to a discount broker, but I would recommend that you keep both especially if you are into smaller priced stocks. However, the fees that I do pay are usually worth the advice given. Chip Wisner is a whiz at treasuries.

4
★★★★☆

A full service broker who will take care of most of your investing needs. The advice I get from my broker is usually very good. He is somewhat conservative, but that is because I am very aggressive. The fees are much more than going to a discount broker, but I would recommend that you keep both especially if you are into smaller priced stocks. However, the fees that I do pay are usually worth the advice given. Chip Wisner is a whiz at treasuries.

Was this review helpful to you?
Ratings_icons Ratings_icons

Message from RBC Wealth Management Branch - Conshohocken

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial

goals. You can depend on our investment management experience to help you develop strategies and solutions for

pursuing financial security, no matter where you are in life.

Yext

 

Wait, you're the expert.

If you've been to or used RBC Wealth Management Branch - Conshohocken, leave a review.

It's easy, only takes a couple of minutes and you'll help thousands make an informed decision.



Write a Review