Retirement Financial Group (RFG) provides financial consulting and portfolio management services. Consulting includes cash flow, retirement, insurance, portfolio, education savings, estate, and tax analysis. Portfolio management is offered on a discretionary or non-discretionary basis, using model portfolios developed by sub-advisors. RFG is affiliated with insurance agencies, creating a potential conflict of interest.
Assets Under Management$150M
Clients388
Advisors4
Avg. per Client$400K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The fee includes compensation received by the model provider and the sub adviser.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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