Form CRS Summary

Relationship Summary

Rae & Co Capital, LLC (d/b/a RcoWealth) is registered as an investment adviser with the State of South Carolina. Investment advisory services and fees differ from brokerage services, and it is important for you to understand these differences. Free and simple tools are available at Investor.gov/CRS.

Relationships and Services

We provide discretionary and non-discretionary investment advisory services, financial planning, and insurance consulting. Services are ongoing and tailored to goals, time horizon, and risk tolerance.

Fees, Costs, Conflicts, and Standard of Conduct

Our standard annual advisory fee is 1.00% of assets under management, billed quarterly in arrears. We may also offer one-time financial planning for a flat fee. If insurance products are purchased through us, we may receive commissions, which creates a conflict of interest that is disclosed. We act as fiduciaries, meaning we are legally required to put client interests ahead of our own.

Disciplinary History

We do not have legal or disciplinary history to disclose.

Additional Information

For more information or to request a free copy of our Form CRS or Form ADV brochure, contact us at (864) 558-8440 or info@rcowealth.com.