RSG Wealth Management helps clients evaluate their financial and tax situation, risk tolerance, and goals to match them with third-party investment managers. RSG Wealth Management does not directly manage portfolios or provide financial planning services. Instead, the firm acts as a bridge, introducing clients to outside registered investment advisors and independent money managers who handle actual trading and portfolio management. RSG Wealth Management receives referral compensation from these third-party managers, which can create a conflict of interest. The firm also has affiliations with a sports agency representing professional hockey players and another registered investment advisor, One Capital Management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.50% |
| $2.0M - $5.0M | 2.05% |
| $5.0M - $10.0M | 1.60% |
| $10M+ | 1.00% |
Fees represent maximum total annual fees charged by third-party managers. RSG Wealth Management receives 35% of this total fee as referral compensation, and the third-party manager receives 65%.