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About the firm - FeesAbout the firm - Fees
     

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.

  • Up to $1,000,000
  • 1.00%*
  • $1,000,001-$2,000,000
  • .75%
  • $2,000,001-$3,000,000
  • .65%
  • $3,000,001-$5,000,000
  • .50%
  • $5,000,001-$10,000,000
  • .40%
  • $10,000,001+
  • .30%
         
      * Minimum annual fee: $7,500  

    All fees are subject to change with a 30 day notice.

     

    RG Financial Partners, Inc.
     

    1990 N. California Blvd, Suite 612
    Walnut Creek, CA 94596

    Phone: 925.927.1900
    Fax: 925.927.1907
    Email: info@rgfinancial.org

    Strategic Wealth Transfer Plans

     

    Securities Offered Through FSC SECURITIES CORPORATION - A Registered Broker/Dealer, Member AIG Advisory Group, Member FINRA / SIPC
     
     
     
    © 2007 RG Financial Partners, Inc