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