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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a partner in NaviPath Financial, a financial advisory practice, focusing on marketing and operations, and spends nearly full-time hours there. He also works as an insurance agent for NaviPath Financial/Insurance/Crump, selling fixed, life, and variable annuities for about half his time, and dedicates minimal time to the UNC Charlotte Belk College of Business Alumni Council.