Assets Under Management
$50.1M
Number of Clients
59
Number of Advisors
1
Average Client AUM
$848K
AUM per Advisor
$50.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
RJG Financial offers asset management and financial planning/consulting services. They gather client financial information to customize a portfolio allocation based on their goals and risk preferences. Services are offered on a discretionary and non-discretionary basis. They primarily use open-ended mutual funds, but may also include stocks, bonds, ETFs, and other securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.92% |
| $2M+ | 0.80% |
Fees are negotiable and can be lower or higher based on various circumstances.
6403 Shakespeare Place, Dallas, TX, 75252