Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
RGA may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
RGA charges fees for financial planning and investment management. Financial planning fees range from $500 to $50,000 on a fixed fee basis and $2,500 to $6,000 per month on a monthly basis. Investment management fees vary between 0.50% and 1.50% annually based on assets under management. RGA may charge an annual fixed fee ranging from $500 to $50,000. A minimum portfolio size of $10,000 is generally required.
Areas of Practice
Advisor Information
Office location
999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a life insurance and non-variable annuities agent since 1985. He dedicates about half of his time to sales of various lines of insurance through various insurance carriers.