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
3 City Place Drive, Suite 590, Creve Coeur, MO, 63141
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
Bridget is a licensed administrator doing business as Volare Wealth Advisors, working as a client service coordinator full-time. She also owns land leased to a farmer, requiring minimal time.