RPG Investment Advisory offers investment advice and financial planning to individuals. RPG meets with clients to determine their financial goals, risk tolerance, and investment time horizon. RPG offers both discretionary and non-discretionary portfolio management services, investing client assets according to model portfolios. Financial planning services include modular and consultative single-subject planning.
Assets Under Management$1B
Clients953
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$520M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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