RFG Wealth Advisory offers wealth management services that include financial and retirement consulting, along with investment management. They also provide stand-alone financial planning services and portfolio consulting. RFG Wealth Advisory customizes investment portfolios based on your risk tolerance and financial objectives, monitoring performance and rebalancing as needed. They may use sub-advisers to manage portions of your account.
Assets Under Management$480M
Clients446
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
For clients desiring only investment management services with no ongoing financial planning and/or retirement consulting services, RFG Wealth Advisory charges an annual fee of 1.50% of assets under management. Minimum annual fee is $7,500 for wealth management services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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