RLS Financial Group offers professional management of client funds, investment advice, and financial planning. Services include customizing investment portfolios with stocks and bonds based on client objectives. RLS actively manages portfolios, seeking to reduce risk and preserve capital. Clients with actively managed portfolios must use a discount brokerage firm chosen by RLS.
Fee Structure
RLS Financial Group may charge a fee ranging from 0% to 3% per year of the value of your portfolio. The fee is based on the value of your investments on the last day of the previous month. The specific fee depends on factors like the total value of your accounts, the number of accounts, the types of assets managed, whether the account is actively managed, and the amount of client contact required. Fees are negotiable, with potential reductions for larger accounts.