RMG Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,000,000
Total clients
58
14% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
58
Average account size
$344,828
About
RMG Advisory Services works with individuals, families, small businesses, trusts, and non-profit organizations, providing investment management, financial planning, and on-demand hourly advice. The firm offers portfolio oversight and reporting along with planning deliverables and hourly consultations to address specific client needs.
The firm follows an asset-class, diversification-focused investment approach with a long-term strategic allocation and ongoing account reviews using custodian data. RMG manages approximately $20 million in client assets on a primarily non-discretionary basis and does not accept trading authority, so client approvals are required for transactions.
Notably, the firm’s principal maintains a licensed insurance practice and an affiliated insurance business; the brochure discloses that insurance activities and any related commissions are kept separate and conflicts are disclosed. RMG combines AUM-based advisory relationships with planning and hourly engagement options and limits custody to contractual fee-deduction arrangements rather than physical custody.
Client services
Financial planning
Portfolio management
Financial consulting/asset management
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$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
Main office location
RMG Advisory Services
5919 Maple Dale Rd.
Jackson MI 49201, United States
Number of offices
1
Most active in
RMG Advisory Services has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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