RDA Financial Network (RDAFN) offers investment management services, where they provide ongoing advice based on individual client needs. In some cases, accounts may be managed by independent sub-advisors. RDAFN also provides financial planning and consulting services, gathering client financial information to provide appropriate advice. Clients can implement this advice through RDAFN, or through the advisor's separate capacity as a registered representative or insurance agent. RDAFN also refers clients to third-party money managers.
Fee Structure
RDA Financial Network manages client accounts for a percentage of the assets under management. The advisory fee ranges up to 2.05% annually, depending on the size and complexity of the account. The fee is normally charged quarterly, in advance, based on the value of the assets under management on the last day of the prior reporting period. RDAFN advisors may also charge a miscellaneous technology fee, not to exceed $150 per year, debited quarterly.