Rfg Advisory, LLC
Assets Under Management
$4.9B
Number of Clients
12,756
Number of Advisors
150
Average Client AUM
$387K
AUM per Advisor
$32.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RFG Advisory offers portfolio management, financial planning, consulting, referrals to third-party money managers, retirement plan consulting, and financial wellness and education services. They act as sub-adviser to ETFs. Fees are determined by Financial Advisors and may vary. RFG recommends Schwab and Fidelity for custodial services.
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
Location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245