Assets Under Management
$636.1M
Number of Clients
263
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$159.0M
Compensation
Fee-Only (AUM)
RIG provides discretionary and non-discretionary investment advice, developing personalized investment policies and managing portfolios. Financial counseling, including estate, investment, cash flow, tax, retirement, and risk management planning, is offered to clients with over $1M managed by RIG.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.70% |
| $7M+ | 0.55% |
Charitable accounts receive a 10% discount.
45 Walker Street, Lenox, MA, 01240