RPg Family Wealth Advisory (FWA) offers wealth management services, including financial planning and investment portfolio management. FWA works with clients to understand their goals, risk tolerance, and financial situation to create a customized strategy. FWA may use third-party investment managers, including its affiliate Risk Paradigm Group, LLC. FWA also provides retirement plan advisory services to plan sponsors.
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.