RGA Investment Advisors offers customized wealth management and portfolio management solutions for individuals, high net worth individuals, and businesses. RGA Investment Advisors works closely with clients to understand their investment goals, risk tolerance, and financial situation to build personalized portfolios using individual stocks, mutual funds, exchange-traded funds, bonds, and affiliated private placements. RGA Investment Advisors also provides financial planning and consulting services covering cash flow management, retirement planning, estate planning, college funding, asset protection, and tax-wise investment strategies. Additionally, RGA Investment Advisors manages pooled investment vehicles for eligible investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors including scope and complexity, asset level, and overall relationship. Fees are negotiable at the sole discretion of the Advisor.