Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
RSG Wealth Management receives compensation from third-party asset managers for client referrals, typically as a percentage of the manager's fee or a fixed fee. The fees will not exceed the following: $0 to $2,000,000: 2.50%, $2,000,001 to $5,000,000: 2.05%, $5,000,001 to $10,000,000: 1.60%, Over $10,000,000: 1.00%. The Adviser Fee is 35% and the 3rd Party Fee is 65% of the total annual fee. The firm does not impose a minimum account requirement.
Advisor Information
Office location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
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 Activities
Dan is the Chief Compliance Officer/Chief Investment Officer of RSG Wealth Management, LLC, a registered investment adviser. He dedicates about a quarter of his time to providing compliance support and investment due diligence.