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When you work with RICAP on a comprehensive financial plan addressing multiple goals, we will act as a fiduciary. While we can also address your one goal at a time and work on a commission basis, if that is more cost effective for you, our services and fee structure are flexible depending on your personal needs. We find the service and fee structure that is most suitable for your situation, always honoring our commitment to do what’s in your interest.
Small Firm, Large Reach
To provide you independent advice and a platform of products to choose from that is as large as you could possibly need, RICAP has partnered with Fidelity Investments. In tapping the resources of one of the world’s largest financial product manufacturers, we gain access to more than 200 private asset managers, thousands of mutual funds and an array of other specialized wealth management vehicles available only to independent advisors accepted by Fidelity Registered Investment Advisor Group.
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