RIA Advisory Group manages investment portfolios for individuals, high-net-worth clients, businesses, trusts, and estates. The firm builds personalized portfolios matching each client's specific goals, risk tolerance, and time horizon through ongoing portfolio management. Investment strategies incorporate fundamental, technical, and charting analysis, focusing on long-term and short-term trading across mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, insurance products, and private placements. While the firm does not charge separate fees for financial planning, any basic planning discussions are included within the standard investment management agreement. Several team members maintain outside professional licenses as insurance agents, certified public accountants, or attorneys, offering those separate services to clients outside of advisory duties.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.