Retirement Consulting Group (RCG) develops long-term client relationships by understanding each client’s unique financial needs and investment goals. RCG offers customized investment solutions, portfolios, retirement plans, and financial plans. RCG provides portfolio management services on a discretionary or non-discretionary basis. RCG also offers stand-alone financial planning and consulting services.
Assets Under Management$410M
Clients84
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Fees are negotiable. Multiple related accounts within a household shall be aggregated for purposes of determining the applicable annual fee rate to be charged. Fees may be charged on a blended basis from the first dollar under our management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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