Rs Asset Management, LLC

RS Asset Management, LLC, based in Colorado Springs, specializes in offering comprehensive portfolio management, asset management, financial planning, pension consulting, and general consulting services to individuals, high-net-worth individuals, trusts, estates, 401k participants, charitable organizations, pension plans, and corporations. The firm provides both discretionary and non-discretionary investment supervisory services. For Comprehensive Portfolio Management, clients receive financial planning and investment recommendations tailored to their financial goals. Asset Management involves continuous account supervision and tailored investment strategies. Financial Planning and Consulting services cover various financial areas. Pension Consulting services are offered to employee benefit plans. The firm's fees range from 1.00% to 2.00% of assets under management and are billed quarterly. Minimum account balance requirements for portfolio management services are $100,000. The firm acts as a fiduciary, providing fair and full disclosure and acting in the best interests of clients. Clients have investment discretion for Comprehensive Portfolio and Asset Management services. The firm does not charge performance-based fees, accepts wrap fee programs, and manages over $150 million in assets as of January 2025. Clients receive account reviews at least quarterly, and the firm does not accept proxy authority to vote client securities.