RL
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M
Fee Structure
Minimum Investment:$25K
Financial Plan Fee:From $500
Hourly Rate:$150 - $250/hr
Investment management fees range up to 2.05% annually, depending on account size and complexity. Sub-advisor fees can be up to 1.05%. A technology fee of up to $150/year may be charged. Financial planning is billed hourly at $150-$250/hour, with a minimum charge of $500. Referral advisor fees may range up to 2.65%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
648 Vinewood Ave, Birmingham, MI, 48009
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Rda Financial Network
February 2011 - Present · 14 yrs 11 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner Broker
July 2016 - December 2017 · 1 yr 5 mos
Rda Financial Network
January 2011 - February 2011 · 1 mo
Cambridge Investment Research, INC.Broker
April 2010 - July 2016 · 6 yrs 3 mos
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.