Rbc Wealth Management

★★★☆☆
  • 181 Washington St

    Conshohocken, PA 19428

    Map & Directions
  • 484-530-2800

About Rbc Wealth Management

Hours
Mon - Fri, 8am - 5pm

Finance

Finance
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3.0 2
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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.

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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.

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