RMG Advisors offers financial planning and investment management services tailored to individual client needs. Financial planning can be comprehensive or focus on specific issues like retirement or divorce. For federal employees, RMG provides advice on their unique benefits. Investment management is discretionary, using SEI Asset Allocation Models or third-party money managers. RMG monitors portfolios and re-allocates assets as needed.
Assets Under Management$140M
Clients174
Advisors3
Avg. per Client$790K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
These fees are negotiable at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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