Resch Financial Group (RFG) provides investment management services to individuals and families. RFG works with clients to understand their risk tolerance, time horizon, and financial goals to create a tailored investment strategy. Clients give RFG the authority to make investment decisions in their accounts without prior consultation, but clients can place reasonable restrictions on their investments. RFG does not provide custodial services and client assets are held at an independent custodian.
Assets Under Management$12M
Clients25
Advisors1
Avg. per Client$490K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $2.8M | 1.25% |
| $2.8M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable at the firm's discretion. There may be legacy clients under a preexisting fee schedule no longer offered by the Firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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