Responsive Financial Group (RFG) offers investment advisory services, including wealth management, financial planning, and consulting. RFG manages client accounts based on model portfolios called "Risk Adjusted Portfolios" (RAPs) within eight fundamental Management Styles. RFG also provides consulting services to other firms and institutions. RFG may select independent advisors to manage a portion of client assets.
Fee Structure
RFG's investment management fee is a quarterly asset-based charge ranging from 0.05% to 0.4% of your portfolio, paid in advance. The fee is calculated based on the portfolio balance on the last day of the prior quarter. RFG's minimum fees range from $1,200 to $6,000 per quarter, depending on the complexity of services and other family or business relationships with RFG. New clients also pay a one-time onboarding fee of $3,000 to $9,000, which can be waived.