RMG Advisory Services offers tailored investment management and financial planning services. RMG begins with understanding your life and financial situation. RMG's services include investment management with oversight and reporting, financial planning through consultations or documents, and on-demand advice billed hourly. RMG serves individuals, trusts, corporations, and non-profits.
Assets Under Management$20M
Clients58
Advisors1
Avg. per Client$340K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
The first $500,000 of assets has a 1.25% management fee and a 0.25% administration fee. The fee is negotiable on assets above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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