Rjg Financial
Assets Under Management
$50.1M
Number of Clients
59
Number of Advisors
1
Average Client AUM
$848K
AUM per Advisor
$50.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RJG Financial, LLC provides fee-based advisory services including asset management and financial planning/consulting. They customize portfolios based on client financial information and goals, offering both discretionary and non-discretionary asset management. They also provide financial planning services with written plans and consulting on various financial topics.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.92% |
| $2M+ | 0.80% |
Fees are negotiable under certain circumstances. Accounts from one household will be consolidated for fee calculations.
Fee Estimator
For asset management, you'll pay an annual fee based on a percentage of your assets (see table). These fees are negotiable in certain circumstances. There is a minimum account size requirement of $100,000 for managed accounts. Financial planning and consulting services are offered on an hourly basis, ranging from $225-$300/hour for professional staff and $75-$125/hour for administrative staff. Complete financial plans have a minimum fee of $2,500, and can range up to $5,000 based on complexity.
Areas of Practice
Location
6403 Shakespeare Place, Dallas, TX, 75252