Advised Accounts
We believe in complete transparency on compensation and costs. We will always work towards your best interests. 

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Advised Account Fee Schedule

RGF Integrated Wealth Management provides independent advice designed to help you achieve your financial and lifestyle goals through a planning-based approach. We focus on areas including retirement planning, debt management, estate planning, education funding and risk management. 


Investment portfolios are designed to meet your specific objectives and reflect your personal values, needs and tax situation.


In advised accounts, we do not receive any compensation from product providers. This allows for the use of lower-cost investments and results in fully independent and unbiased advice.


Advisory fees are charged monthly to your advised accounts. They are calculated based on the total value of assets held in your advised accounts and tiered as outlined below. Assets held outside of advised accounts will have a separate fee schedule applied.


Note:  Non F-Class Mutual Funds and other trailer paying assets are considered non-billable assets and are excluded from the market value for fee calculation purposes.

Annual Advisory Fees:
(Plus applicable taxes. Fees are tax-deductible for non-registered accounts.)

Up to $250,000 1.35%
From $250,001 - $1,000,000 1.15%
From $1,000,001 – $2,000,000 1.00%
From $2,000,001 – $3,000,000 0.75%
From $3,000,001 – $5,000,000 0.50%
From $5,000,001 – $10,000,000 0.40%
From $10,000,001 and above 0.40%

Account Administration & Service Charges may apply.