|
⚲
|
| Keyboard |
| Righthand Capital LLC
✚
|
|
|---|---|
| CRD # | 307517 |
| SEC # | 801-127744 |
| CIK # | |
| AUM | 182.3 M (2026-04-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-430-7770 |
| Address | 19 Randlett Park West Newton, MA 02465 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/31/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
Righthand Capital receives compensation based on the type of advisory services performed. Righthand Capital
reserves the right to negotiate fees and compensation with its clients. Negotiated fees between Righthand
Capital, LLC and the client will supersede Righthand Capital’s stated fee structure. The Righthand Capital’s
financial planning and investment advisory/management contracts can be terminated by the client within
seven (7) business days of the signing of the contract, and the client will not be responsible for advisory fees
incurred during that time. Please review the fee and compensation information below. Lower fees for
comparable services may be available from other sources.
Financial Planning Fees
Righthand Capital offers financial planning services on a negotiated fixed fee basis. The fixed fees charged for
financial planning will typically range from $3,000.00 to $10,000.00 per month. Righthand Capital and the
client will review the client’s situation and needs, and will then base its negotiated price based on the
complexity of the clients financial situation. Payment terms are discussed and agreed upon prior to the
commencement of financial planning services being performed. Once the agreement is signed by both the
Client and Righthand Capital, the Client may terminate the agreement, without penalty, within seven (7) days
of the signing of the agreement by either party. Financial plans not completed within six (6) months from the
time RC confirms receipt of all the requested information from the client will result in the client receiving a full
refund of all financial planning fees paid by the client and any outstanding fees waved.
Any material changes to a financial plan for non-advisory clients will be assessed a fee based on a
negotiated/agreed to fee. RC in its sole discretion has the right to waive this fee.
For those clients seeking to amend their financial plan based on material changes to their circumstances, an
additional financial planning contract will be signed by both the client and RC detailing the scope of the work
and the agreed upon fee. RC will require clients to pay the fee due upon completion of services rendered
and/or the delivery of the updated financial plan.
Investment Management Fee Structure
Righthand Capital’s advisory fees are billed monthly in arrears, payable monthly; and based on the average
month end balance of the Client account on the last day of the calendar month. The Adviser and the Client
may negotiate the fee and the fee-paying arrangements. Unless negotiated otherwise, investment
management fees are charged at the following rates:
Assets Under Management Annual Advisory Fee
First $1,000,000 1.00%
Next $2,000,000 0.80%
Next $7,000,000 0.60%
Above $10,000,000 0.40%
Qualified Plan Consulting Fees
Righthand Capital advisory fees for qualified plan consulting services (Pension Consulting) are negotiated with
the plan sponsor or named fiduciary on a case-by-case basis. Fees will vary and can range up to 1.00% of plan
assets. Fees are billed monthly in arrears, based on the month end balance on the last business day of the
calendar month; or the fees may be included within the funds available through the plan and then distributed
to Righthand Capital via the plan custodian.
Either party to the qualified plan consulting agreement can terminate the agreement upon written notice to
the other party in accordance with the terms of the agreement for services. The qualified plan consulting fees
will be prorated for the billing period in which the termination notice is given, and any unearned fees will be
refunded to the client, if applicable.
Qualified Plan Consulting Solicitor Fees
When acting in the capacity of a solicitor to Global Retirement Partners LLC, Righthand Capital will receive 30% of the
fees paid to Global Retirement Partners LLC.
Investment Advisory Fee Billing
Righthand Capital receives written authorization from the client to deduct advisory fees from an account held
by a qualified custodian. Righthand Capital sends the qualified custodian an invoice of the amount of the fee
to be deducted from the client’s advisory account(s) at the end of each month. The qualified custodian sends
the client a statement, at least quarterly, that reflects the deductions of the investment advisory fees.
Righthand Capital sends the client a written report itemizing the fee, including the formula used to calculate
the fee, the time period covered by the fee and the amount of assets under management on which the fee
was based. Righthand Capital investment advisory fees are billed monthly, in arrears, and are based on the
average month end balance of the accounts managed by Righthand Capital.
Other Fees and Expenses
Righthand Capital does not charge additional fees other than the fees listed above and/or negotiated.
Righthand Capital does not receive or share any additional fees or expenses incurred by advisory clients.
Righthand Capital charges negotiated fees for retirement plan/qualified plan consulting services that differ
from the above investment management fee structure.
Righthand Capital’s clients will incur brokerage and other transaction costs by the custodian. Righthand Capital
does not receive these fees, nor does it share in these fees; see Item 12 for additional information. |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/31/2026) [Brochure] |
|---|
Item 7: Types of Clients Righthand Capital clients can include individuals, high net worth individuals, business entities, trusts, estates, charitable organizations, and qualified plans. Righthand Capital does not require an annual minimum fee or asset level for investment advisory or investment planning services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 3.6 |
| (b) Individuals (high net worth individuals) | 88 | 178.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 182.3 |
| By Discretionary | ||
| Discretionary | 214 | 182.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 214 | 182.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.3 | |
| Total | 214 | 182.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Winthrop Partners - WNY LLC
✚
|
NY | 186.2 M |
|
Networth Advisors LLC
✚
|
PA | 185.4 M |
|
Summit Financial Consulting LLC
✚
|
MI | 184.7 M |
|
Vincimus Capital LLC
✚
|
CA | 183.7 M |
|
Econologics Financial Advisors LLC
✚
|
FL | 183.2 M |
|
Sherclar Inc
✚
|
NC | 182.4 M |
|
Financial Freedom for Dentists LLC
✚
|
WA | 182.2 M |
|
Vauban Wealth Management
✚
|
PR | 181.2 M |
|
Woloshin Investment Management LLC
✚
|
NJ | 180.4 M |
|
Crossover Capital Brands LLC
✚
|
PA | 179.5 M |