RMG Wealth Management, operating as Rosemeyer Management Group, offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, which involve creating a written plan covering various financial topics. RMG also offers retirement plan services to plan sponsors and participants. RMG does not require a minimum investment amount.
Fee Structure
RMG Wealth Management charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiable and will be specified in your agreement. The annual fee can be up to 1.50%. This fee is deducted from your account by the custodian. You'll also pay brokerage expenses and other fees charged by the custodian and any mutual funds you invest in.