Ryan Redfern is a ChFC-designated registered investment advisor at Rgb Capital Group, based in San Diego, CA, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 107 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RGB Capital Group offers two tiers of investment services:
Tier One (Discretionary Portfolio Management): Fees are based on a percentage of your portfolio's value and will not exceed 1.75% annually. The advisory fee may be negotiable.
Tier Two (Self-Managed): You manage your own portfolio with limited support from RGB. The annual fee is 0.1% of your portfolio's value, including cash and money market funds. This fee is also negotiable.
Location
San Diego, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is involved in several outside business activities, including serving as Chairman of the National Association of Active Investment Managers, an independent insurance agent selling life insurance, and partner in a music publishing company. He also manages a commodity pool, holds personal real estate, and is involved with several management corporations and other entities.
Employment History
Current Registrations
Rgb Capital Group
Shadowridge Asset Management, LLC
Previous Registrations
Lincoln Investment Planning, INC
Great American Advisors, INC.
Pmg Asset Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.