Rand Group Financial (RGF) offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. RGF creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. RGF generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities and ETFs. RGF requests authority to make trades without asking first.
Assets Under Management$39M
Clients20
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.20% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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