Robert Gregory Souder (RGS) is a sole proprietorship offering portfolio management services. RGS creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. RGS evaluates current investments and may request authority to make trades without prior permission. RGS generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$3.5M
Clients20
Advisors1
Avg. per Client$180K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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