Resource Financial Group, LTD.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Resource Financial Group provides financial planning and investment advice to clients. Services include continuous investment management, portfolio monitoring, and financial planning. The firm creates client profiles to determine suitable investment goals. Advisory representatives are also registered representatives of Osaic Wealth, Inc., which may create conflicts of interest.
Assets Under Management$540M
Clients227
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 2.00% |
Fees are negotiable. If a sub-advisor is utilized, a sub-advisor fee is included, in which case the management fee may exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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