RGM Financial Group provides ongoing investment consulting and advisement services. RGM reviews your investment accounts and makes recommendations based on your financial situation, investment goals, and risk tolerance. RGM offers advice on buying, selling, reinvesting, or holding securities. You make all final investment decisions.
Assets Under ManagementN/A
Clients41
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable based on the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under review.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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