Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory's fees are based on a percentage of the market value of assets, up to 2.35% annually. Fees are billed quarterly in advance. The advisory fee can include the Financial Advisor's fee, the RFG annual platform fee (up to 0.50%), a strategist fee (0%-1.0%), and a third-party investment manager's platform fee, if applicable. RFG Advisory also charges a $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity, and Schwab.
Areas of Practice
Advisor Information
Office location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
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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Amy is the owner and wealth advisor at AimWell Financial, a DBA for RFG Advisory, LLC. This investment advisory business takes nearly full-time hours during securities trading hours.