Michael Lemich is a CFP-designated registered investment advisor at Rfg Wealth Advisory, based in Argyle, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 446 clients with $480M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
For clients desiring only investment management services with no ongoing financial planning and/or retirement consulting services, RFG Wealth Advisory charges an annual fee of 1.50% of assets under management. Minimum annual fee is $7,500 for wealth management services.
Fee Estimator
Location
130 Old Town Blvd. South, Suite 100, Argyle, TX, 76226
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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
Michael operates RFG Wealth Management as a DBA for his LPL business and provides investment advisory services through RFG Wealth Advisory. These activities take about half of Michael's time and nearly full-time during securities trading.
Employment History
Current Registrations
Rfg Wealth Advisory
Previous Registrations
LPL Financial LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations1 state
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