Assets Under Management

$578.7M

Number of Clients

1,479

Number of Advisors

18

Average Client AUM

$391K

AUM per Advisor

$32.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

RDA Financial Network offers investment management services, including sub-advisor options, and financial planning services. They also provide advisory services to employer-sponsored retirement plans. IARs may also act as registered representatives or insurance agents.

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
Loading...
Location

321 Reed Street, Suite #2, Akron, IA, 51001

18 Advisors at this firm