Advisor at RMG Advisory Services
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Firm
RMG Advisory Services
Location
Jackson, MI 49201
Credentials
Series 63, Series 65
Industry experience
15 years
Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.
Based on RMG Advisory Services
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000+: 0.75% (negotiable)
$270/hour for individuals and trusts; $300/hour for corporate clients; Non-profits - negotiable
5919 Maple Dale Rd.
Jackson, MI 49201
Michigan
RMG Advisory Services
2013 - Present (13 years)
H. Beck, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Clarklake, MI
Wittlin Advisory
Series 63, Series 65
Jackson, MI
Jack V.. Butterfield Investment Company
Series 65
Jackson, MI
Richmond Brothers, Inc.
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
Series 65, Series 66
Jackson, MI
Richmond Brothers, Inc.
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