RSG Financial Group offers investment management services to clients based on their individual needs and goals. They develop a personal investment policy for each client and manage a portfolio based on that policy. They review portfolios quarterly and rebalance annually as needed. Investment recommendations include a variety of securities. They manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$46M
Clients89
Advisors2
Avg. per Client$510K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 2.00% |
Fees negotiable for accounts over $2,000,000. Portfolio Management Services fees generally range from 1.00% to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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