Rockford Group Investment Advisor (RGIA) provides investment advice and manages assets for individuals, high net worth individuals, trusts, estates, and businesses. RGIA offers services for qualified retirement plans and acts as an ERISA 3(21) or 3(38) advisor. RGIA also provides financial planning services, including retirement planning, risk management, tax reduction, and estate preservation.
Assets Under Management$3.6M
Clients54
Advisors1
Avg. per Client$67K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable for accounts over $3,000,001. If Advyzon Investment Management (AIM) manages your assets, AIM receives 0.20% of your assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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