Ronald R Geiger LLC, now managed by Paige Grace, offers investment advice and consultation through Wealth Achievement Plans (financial plans), consultations, seminars, and asset management services. Financial plans can be comprehensive or modular. Asset management is generally non-discretionary, meaning RRG LLC seeks client approval before implementing transactions. RRG LLC also offers consultations to corporate benefit plans and educational seminars.
Assets Under Management$31M
Clients31
Advisors1
Avg. per Client$1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fees are negotiable based on advisory services requested and possible future account growth. Clients can aggregate accounts to reach a higher total account value and lower fee level.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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