FEE TRANSPARENCY

trust | transparency | results

100% fee-only means your interests always come first

At RG Wealth, we have implemented a uniform fee schedule – one that is fair, transparent, and most importantly consistent. How could we explain to two different clients, with the same amount of assets under management, that they are paying different fee amounts? Many advisors “negotiate” fees with new clients individually to gain their business. We don’t believe this practice is ethical or fair to clients. 

To help illustrate the importance of working with a Financial Advisor who is truly your advocate, we’ve illustrated some of the key items to be aware of when searching for an advisor and the level of conflict associated with each.

RG WEALTH FEE STRUCTURE

At RG Wealth Management, we stand strong in our philosophy of transparency and trust

We don’t feel that it is ethical or fair to negotiate fees from client to client. We want every potential client that comes to our firm to know exactly what they’re getting, and exactly what it will cost. If a client refers a friend, they will know that we aren’t negotiating a better deal behind their back – explaining discriminatory billing practices is a conversation we never want to have!

If an advisor is willing to negotiate their fees, there’s always one client who gets the best rate, and everyone else gets a worse deal. Here’s our promise to you: phenomenal service and a fair, transparent fee that’s tied to your success.

RG WEALTH FEE SCHEDULE

Investment Amount Fee Rate (%)
Up to $1,000,000 1.25%
$1,000,001 – $1,500,000 1.00%
$1,500,001 – $2,500,000 0.90%
$2,500,001 – $3,500,000 0.80%
$3,500,001 – $5,000,000 0.75%
$5,000,001 – $7,000,000 0.65%
$7,000,001 – $10,000,000 0.60%
$10,000,001 + 0.50%

RG WEALTH FEE SCHEDULE

Investment Amount Fee Rate (%)
Up to $1,000,000 1.25%
$1,000,001 – $1,500,000 1.00%
$1,500,001 – $2,500,000 0.90%
$2,500,001 – $3,500,000 0.80%
$3,500,001 – $5,000,000 0.75%
$5,000,001 – $7,000,000 0.65%
$7,000,001 – $10,000,000 0.60%
$10,000,001 + 0.50%

FAMILY FEE AGGREGATION

We want to highlight the availability of RGWM family pricing. What does that mean? When you have family that joins the firm, we will aggregate the balances when determining your fee rate on the schedule.

For instance, a parent who has $3.4 million would normally be charged at the .8% rate, and their child with $1.7 million would be charged at the .9% rate. Under our family pricing rules, we aggregate their assets to $5.1 million for fees and both individuals would be charged at the .65% rate. In this scenario, the child saves $4,250 in fees and the parent saves $5,100 annually.

Ask us about how our family pricing can help you save!

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disclaimer

Once a new tier is reached, the entire portfolio balance (back to the first dollar) is charged at the new rate. This fee will be prorated and billed on a quarterly basis, in advance, based upon the market value of the Assets on the last day of the previous billing period as valued by the custodian of your Assets. All Assets are subject to a minimum quarterly Wealth Management Fee of $1,000. Please read our full Disclosure Brochure before investing.

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