Rda Financial Network

Fee-Only (% of Portfolio)Fixed/Hourly

RDA Financial Network, Inc. is a registered investment advisor that provides continuous investment management, personalized financial planning, and retirement plan consulting to individuals, families, and businesses. RDA Financial Network, Inc. operates through a network of independent investment advisor representatives who may work under their own business names. The firm designs custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and proprietary strategies, often utilizing independent sub-advisors or third-party managers when appropriate. RDA Financial Network, Inc. emphasizes a fiduciary commitment to act in the best interests of clients. In addition to portfolio management, representatives can assist with retirement planning, tax strategies, and estate planning, and some are independently licensed to offer insurance products or brokerage services through affiliated entities.

Assets Under Management$680M
Clients1,521
Advisors17
Avg. per Client$440K
Avg. per Advisor$40M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.05%

Annual fees range up to 2.05% depending on the size and complexity of the account or retirement plan.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

17 Advisors at this firm