Rg Capital Management, LLC

Fee-Only (% of Portfolio)

RG Capital Management manages investment portfolios for individuals and families, aiming to grow their wealth over the long term. They focus on diversification across different asset classes and sectors. RG Capital is independent and fee-based, meaning they charge a percentage of the assets they manage and don't receive commissions from investment products.

Assets Under Management$18M
Clients19
Advisors1
Avg. per Client$950K
Avg. per Advisor$18M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

RG Capital Management charges a performance fee for qualified clients, taking 50% of the profits when the account exceeds previous losses. For non-qualified clients, they charge 3% of the assets managed annually. Fees are deducted directly from your investment account quarterly.

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Location

1 Advisors at this firm