Rpg Family Wealth Advisory, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Risk Paradigm Group specializes in creating, delivering, and managing tactical investment strategies that primarily use exchange-traded funds. Risk Paradigm Group focuses on downside protection through quantitative and fundamental analysis. The firm primarily serves financial intermediaries such as broker-dealers and registered investment advisors, as well as individual and institutional clients, by offering strategies covering U.S. equities, fixed income, international equities, and alternative asset classes. Risk Paradigm Group operates as a registered investment advisor and manages portfolios on a discretionary basis through separately managed accounts and platform agreements.

Assets Under Management$700M
Clients600
Advisors13
Avg. per Client$1.2M
Avg. per Advisor$54M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13 Advisors at this firm