Legal

Disclosures

Registration

Rae & Co Capital, LLC (d/b/a RcoWealth) is registered as an investment adviser with the State of South Carolina. Registration does not imply a certain level of skill or training.

Investment risk

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. No strategy assures a profit or protects against loss.

Insurance

Insurance products are subject to underwriting and carrier approval. Rae & Co Capital may receive commissions on insurance placed, which is a conflict of interest and is disclosed. Insurance is optional and is never required to work with the firm.

Advisory fees

Investment advisory services are billed at 1% per year of assets under management with a $750 annual minimum, charged quarterly under a signed advisory agreement. Financial planning is a flat, one-time fee agreed in writing before work begins and completed within six months; any unearned prepaid portion is refundable.

Not advice

This website is for informational purposes only and should not be treated as individualized investment, tax, legal, or insurance advice. No advice is provided until an advisory agreement is in place.

Third parties

Links to third parties, including carrier quoting and payment tools, are provided for convenience. Rae & Co Capital does not control and is not responsible for the content or privacy practices of those sites.