RBG Wealth Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, risk tolerance assessment, personal investment policy creation, asset selection, and regular portfolio monitoring. RBGWA also offers financial planning and consulting services, as well as retirement plan services.
Assets Under Management$110M
Clients66
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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