RFG Advisory offers investment advisory services including portfolio management, financial planning, and retirement plan consulting. RFG provides services through registered Financial Advisors. RFG also acts as a sub-advisor to exchange-traded funds. RFG recommends Schwab and Fidelity for custodial services. RFG provides advisory services to certain retirement plan participants.
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.