Rpg Family Wealth Advisory, LLC
Assets Under Management
$590.3M
Number of Clients
565
Number of Advisors
12
Average Client AUM
$1.0M
AUM per Advisor
$49.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RPg Family Wealth Advisory offers wealth management services including financial planning, consulting, and investment management. They construct customized portfolios using various securities and may utilize third-party investment managers. The firm acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Fee Structure
Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or for a fixed fee, which are negotiable. Investment advisory fees range from 0.25% to 1.50% annually, based on assets under management and the complexity of the client relationship. Fees are negotiable. Certain clients may have different fee schedules. The firm may use third-party investment managers, but does not earn compensation from them. Retirement plan advisory fees are up to 0.75% annually.
Areas of Practice
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803