Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFS offers financial planning services with fees charged hourly (up to $500/hour), fixed (up to $5,000), or as a percentage of net worth/annual income (0.5%-2.0%). Asset allocation services are billed quarterly, either hourly (up to $500/hour) or fixed (up to $10,000/year). Asset management fees range from 0.50% to 3.00% annually, negotiable based on account value, asset types, financial situation, and trading activity. A minimum account size of $50,000 is required, but exceptions may be granted.
Areas of Practice
Advisor Information
Office location
2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264
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.
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Lance is the president of a metal fabricating shop, owns Yurich Financial Group, and is an IAR at Reutemann Financial Strategies, Inc. He also serves as a successor trustee/estate administrator for multiple trusts, spending minimal time on each.