The Company provides holistic wealth management and financial planning services. RGA Investment Advisors charges a fixed annual fee of 1% of assets under management (AUM) which will be billed quarterly. We require a minimum annual relationship of $5,000.
Financial Advisory Counsel
Thorough review and analysis of your current situation includes preparation of a RGA Wealth Plan and development of initial strategies. This process covers the major aspects of your financial situation (including income taxes, estate planning, etc.) as well as forward-looking cash flow and net worth retirement analysis. The time period for the initial planning phase is up to one year. There is no fee for the Financial Advisory Counsel, however we require all clients to participate in the Comprehensive Wealth Solution in order to receive Financial Advisory services.
Comprehensive Wealth Solution
Customized portfolios of carefully selected investments are designed to provide consistent, superior performance over time. It includes ongoing manager selection, rebalancing, and performance reporting, and all services provided within our Financial Advisory Counsel. The annual fee is 1% of Assets Under Management (AUM) with a minimum relationship of $1,250 per quarter.
192 Lexington Avenue, Suite 204
New York, NY 10016
ph: 646.633.4540
fax: 646.607.3873
info@rgaia.com