RBG Wealth Advisors LLC offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. RBG Wealth Advisors creates a personalized Investment Policy Statement for every client, outlining their financial situation, tax levels, and risk parameters. Portfolio management encompasses investment strategy, asset allocation, asset selection, and regular portfolio monitoring. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds including real estate investment trusts, equities, exchange-traded funds, inflation-linked bonds, non-United States securities, and private funds such as hedge funds, private credit, and private equity. In addition to portfolio management, RBG Wealth Advisors provides consulting services to employee benefit plans and offers standalone financial planning covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt management. The firm is affiliated with an accounting firm and typically requires a minimum of $1,000,000 in investable assets, though this requirement may be waived at its discretion.
Fee Structure
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. Calculated using the value of assets on the last business day of the prior billing period.