RGB Capital Group provides investment advisory services in California, Louisiana, and Texas. They offer two service tiers: discretionary portfolio management, where RGB manages your investments, and a self-managed option where you make your own investment decisions with limited support from RGB. RGB primarily advises on mutual funds and exchange-traded funds (ETFs). Financial planning is offered as a byproduct of investment management services, not as a separate service.
Fee Structure
RGB Capital Group offers two tiers of investment services:
Tier One (Discretionary Portfolio Management): Fees are based on a percentage of your portfolio's value and will not exceed 1.75% annually. The advisory fee may be negotiable.
Tier Two (Self-Managed): You manage your own portfolio with limited support from RGB. The annual fee is 0.1% of your portfolio's value, including cash and money market funds. This fee is also negotiable.