Risk Paradigm Group, LLC
Assets Under Management
$99.5M
Number of Clients
4
Number of Advisors
2
Average Client AUM
$24.9M
AUM per Advisor
$49.7M
Compensation
Fee-Only (AUM)
About This Firm
Risk Paradigm Group specializes in tactical investment strategies using ETFs, serving financial intermediaries and their end clients, as well as individuals and institutions. They focus on downside protection through quantitative or blended methodologies. Strategies are available through SMAs, MMAs, or UMAs.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.75% |
Management fee of up to 0.75% per annum.
Fee Estimator
RPg charges a management fee of up to 0.75% per year based on the assets managed in the client's account. The fees are based on the market value of the assets at the end of the prior calendar quarter. The firm generally requires a minimum account size of $25,000, but this may be higher or lower at RPg's discretion. Fees do not cover execution-related expenses or commissions. Fees for RPg Tactical Strategies offered by Model Manager and Unified Managed Account platform sponsors are determined by the Platform Sponsor.
Areas of Practice
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803