Rembrandt Financial Group (RFGLLC) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. RFGLLC creates an investment plan for each client and requests authority to make trades without asking first. RFGLLC primarily recommends mutual funds but may also use fixed income securities, real estate funds, equities, hedge funds, ETFs, and private placements to diversify portfolios.
Assets Under Management$190M
Clients230
Advisors3
Avg. per Client$820K
Avg. per Advisor$63M
www.rembrandtfinancialgroup.com ·www.facebook.com/rembrandt-financial-group-llc-... ·twitter.com/rembrandtatx
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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