RBG Capital offers asset management and financial planning services to individuals, high-net-worth clients, and businesses. RBG Capital builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts, applying fundamental and technical analysis alongside modern portfolio theory. In addition to managing investments, RBG Capital provides comprehensive financial planning covering retirement, tax strategies, cash flow, budgeting, estate planning, and insurance analysis. Clients can also receive ongoing consultations and reviews throughout the year. RBG Capital may recommend third-party money managers to handle client portfolios when appropriate and also advises employer-sponsored retirement plans. The firm operates with a team of principals in Scottsdale, Arizona.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are negotiable and billed quarterly. Financial planning is included at no extra cost for asset management clients.