RJG Financial offers financial planning and investment advice tailored to individual needs. RJG Financial provides asset management services on both discretionary and non-discretionary bases, and financial planning and consulting services. RJG Financial gathers financial information to customize a portfolio allocation based on the client's financial situation, goals, and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.92% |
| $2M+ | 0.80% |
At RJG Financial’s discretion, accounts from one household will be consolidated to provide aggregation of account values for fee calculations. An ongoing fee of 0.5% to 0.75%/yr. can be assessed to limited partners invested in limited partnerships under our management services as an advisory and due diligence fee. These fees will be charged in lieu of the above-noted asset management fees.