Rpc Private Wealth, LLC

RPC Private Wealth, LLC is a Limited Liability Partnership established in September 2018, with Thomas Edward Westrick as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients must grant discretionary authority for RPCPW to make investment decisions in accordance with fiduciary duties. RPCPW operates under a fiduciary standard, acting in clients' best interests and avoiding conflicts of interest. The firm provides three service structures with varying levels of engagement and fees. RPCPW primarily advises on mutual funds, real estate funds, and ETFs. The firm charges asset-based portfolio management fees ranging from 0.25% to 1.00%, depending on the platform. Financial planning services are available for fixed fees based on complexity. RPCPW does not accept performance-based fees or engage in wrap fee programs. The firm generally serves individuals, high-net-worth individuals, and pension and profit-sharing plans, with a minimum account size of $200,000. RPCPW uses fundamental security analysis and long-term investment strategies, emphasizing risk management. Clients receive regular account reports and financial plans, with reviews conducted semi-annually or upon significant events. RPCPW does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. The firm provides discretionary investment advisory services and does not vote client securities. RPC Private Wealth, LLC has no financial conditions impairing its ability to meet contractual commitments to clients.