RDG Capital Management works with clients to create investment solutions and manage their portfolios. They start by understanding the client's financial situation and risk tolerance. Then, they propose an investment plan with an asset mix of stocks, bonds, cash, and alternative investments. They use index or asset class funds for diversification, low costs, and tax efficiency. RDG Capital Management also discusses financial planning issues with clients and helps them find other professionals if needed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be waived for employees of RDGCM, their families, and in unique situations. All accounts within a single immediate family relationship may be grouped when calculating fees. Fixed fees may be used depending on individual circumstances. Fees may be negotiable in some cases.