Robert Messner
Robert Messner is a registered investment advisor at Rmg Advisory Services, based in Jackson, MI, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
The first $500,000 of assets has a 1.25% management fee and a 0.25% administration fee. The fee is negotiable on assets above $2,000,000.
Fee Estimator
Location
5919 Maple Dale Rd., Jackson, MI, 49201
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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 ActivitiesSells Insurance
Robert is an individual insurance producer since 2010, dedicating minimal time to insurance sales. He also provides engineering and business development services to corporations through The Robert Messner Group, LLC.
Employment History
Current Registrations
Rmg Advisory Services
Previous Registrations
H. Beck, 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.