Mitchell Goldfeld is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Burlington, MA, with 18 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 565 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPg Family Wealth Advisory's investment advisory fees are based on the value of your portfolio and range from 0.25% to 1.50% per year. The exact fee is negotiated based on the size and complexity of your account. Some clients may have different fee schedules. If FWA uses third-party investment managers, the total fee you pay, including FWA's fee and the manager's fee, will generally not exceed 2.50% annually.
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Mitchell is involved in music and band promotions, dedicating minimal time and receiving no compensation. He also serves on the board of advisors for Save Serve and is the chairman of the North Shore Jazz Project, both non-investment related activities with minimal time commitment and no compensation.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
Detwiler Fenton Investment Management LLC
Detwiler Fenton & CO.
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.