RCH Fields Family Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RCH Fields Family Wealth Management LLC provides ongoing portfolio management, selection of other advisers, and consulting/financial planning services to individual and high‑net‑worth clients. The firm charges percentage‑of‑AUM fees and maintains an account minimum of $200,000 (which may be waived), delivering a tailored Investment Policy Statement for each client.
The firm constructs portfolios based on each client’s goals, risk tolerance and time horizon and employs multiple methods of analysis, including charting, fundamental, technical and cyclical analysis. RCH uses a range of strategies — long‑ and short‑term trading, margin, short sales and options when appropriate — typically with discretionary trading authority and quarterly account reviews.
Noteworthy for a solo independent adviser, RCH discloses formal relationships with third‑party investment advisers and receives fee‑sharing compensation when directing clients to those managers, a potential conflict the firm says it manages by recommending only licensed advisers. The firm also highlights access to institutional resources and custodian‑sponsored educational events and workshops, which it identifies as a component of its client education and practice support.
Client services
Expertise
Fee options
Fixed fees for financial planning, nominally equivalent to percentage of assets advised upon
$1 - $199,999: 1.25% $200,000 - $15,000,000: 1.00% $15,000,001+: Negotiable
$300 to $660 per hour
Account minimum: $200,000 (may be waived)
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado · Connecticut · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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