RG Financial Partners, Inc. is predominantly a fee-based investment advisor. Our fees are based upon advisory contracts and investment assets under management. However, we receive commission income from insurance contracts implemented as part of our strategic wealth advisory services.
A comprehensive analysis of your financial circumstances usually takes 6 to 12 months to complete. Your fee is dependent on staff commitment and complexity of your needs. We offer quarterly billings, and our fees reflect the difficulty of your situation.
We also provide consulting services if you are interested in working on a project basis. The consultation fee is negotiated based on project complexity.
Investment Management Fees are paid quarterly and are based on your investable portfolio holdings.
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Up to $1,000,000 |
1.00%* |
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$1,000,001-$2,000,000 |
.75% |
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$2,000,001-$3,000,000 |
.65% |
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$3,000,001-$5,000,000 |
.50% |
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$5,000,001-$10,000,000 |
.40% |
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$10,000,001+ |
.30% |
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* Minimum annual fee: $7,500 |
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All fees are subject to change with a 30 day notice.
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| RG Financial Partners, Inc. |
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1990 N. California Blvd, Suite 612
Walnut Creek, CA 94596
Phone: 925.927.1900
Fax: 925.927.1907
Email: info@rgfinancial.org
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