Many Services, One Fee

Fee only asset management bundles together a variety of valuable investment services for one fee. These include:

• Completing a personalized investment profile that will help you set your objectives;
• Developing a written Investment Policy Statement (IPS) as a framework for investment strategy and decisions;
• Developing an asset allocation strategy that matches your risk and return profile;
• mplementing an investment strategy;
• Helping you evaluate and select asset managers;
• Rebalancing to keep your allocation in line;
• Updating you via monthly statements and quarterly performance reports to keep you informed of results;

RFG Inc will also be available to conduct periodic strategic reviews in which we will evaluate both your allocation and managers, as well as assess your progress toward long-term goals. Our continuing service is an integral part of this fee only asset management package. 

• In a fee only asset management account, you are not exposed to front-end brokerage charges that reduce the dollars you put into investment markets.
• You will not be exposed to back-end exit charges that penalize you for moving your money, even if a manager is under-performing.
• This fee is paid concurrently with the professional services rendered, much as you would pay for legal or medical professional services.
• Fee only asset management enables financial professionals to provide services in much the same way as other professionals.
• The fee is in proportion to the assets under management. That means it will not increase unless you make progress building assets.
• Your objectives and ours are aligned. Our fee depends on how successful you are with your investments over time.