R.G. Associates, Inc. manages investment accounts for individual investors, investing primarily in equities of publicly traded corporations. R.G. Associates employs fundamental microeconomic analysis. The firm focuses on intellectually honest accounting, long holding periods, and portfolio concentration. R.G. Associates does not use leverage, options, or short sales.
Assets Under Management$19M
Clients18
Advisors1
Avg. per Client$1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Discounts are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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