Important Disclosures

Advisory Services

Rae & Co Capital, LLC (d/b/a RcoWealth) is a South Carolina registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information on this website has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority.

Services

Rae & Co Capital provides investment management, comprehensive financial planning, and insurance consulting. Services are tailored to client goals, time horizons, risk tolerance, and financial circumstances. Assets are held with independent third-party custodians.

Fees and Compensation

Investment management fees are generally charged as a percentage of assets under management and disclosed in advance. Financial planning may be offered for a flat fee. If insurance products are recommended and purchased through the adviser as a licensed insurance agent, commissions may be received. Clients are not required to purchase insurance through Rae & Co Capital.

Risk of Loss

Investing involves risk, including possible loss of principal. Market, interest rate, inflation, liquidity, and other risks may apply. No strategy assures success or protects against loss.

Tax and Legal Advice

Rae & Co Capital does not provide tax or legal advice unless separately engaged and properly licensed to do so. Clients should consult qualified tax or legal professionals regarding their individual circumstances.

Documents Available Upon Request

Copies of Form ADV Part 2A, Form ADV Part 2B, Form CRS, privacy policy, and advisory agreement materials are available upon request by contacting info@rcowealth.com.