Dan Stridsberg is a registered investment advisor at Rsg Wealth Management, LLC, based in Westlake Village, CA, with 19 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.50% |
| $2.0M - $5.0M | 2.05% |
| $5.0M - $10.0M | 1.60% |
| $10M+ | 1.00% |
Fees represent maximum total annual fees charged by third-party managers. RSG Wealth Management receives 35% of this total fee as referral compensation, and the third-party manager receives 65%.
Fee Estimator
Location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
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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 Activities
Dan is the Chief Compliance Officer/Chief Investment Officer of RSG Wealth Management, LLC, a registered investment adviser. He dedicates about a quarter of his time to providing compliance support and investment due diligence.
Employment History
Current Registrations
Rsg Wealth Management, LLC
One Capital Management, LLC
Previous Registrations
One Capital Management, LLC
State Registrations3 states
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.
Exams
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