RFM Financial Solutions offers investment advice and manages client funds based on individual needs. They develop investment policies and manage portfolios using mutual funds and exchange-traded funds. RFMFS also provides pension consulting services, assisting plan sponsors with asset allocation and investment monitoring. Additionally, they offer financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$260M
Clients570
Advisors3
Avg. per Client$460K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Fees may be negotiable. Minimum annual fee of $1,000. Pension consulting fees are 0.75% of assets under advisement with a $75 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...