RSD Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$78,126,462
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
26
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$3,004,864
About
RSD Advisors is a small independent investment adviser that provides financial planning and discretionary investment management primarily for individual clients, and also accepts pension and profit‑sharing plan clients, including a single small 401(k) plan. The firm invests client assets in bonds, equities, master limited partnerships, REITs, and mutual, closed‑end and exchange‑traded funds, and does not use hedge funds or private equity.
The firm’s investment process relies on fundamental analysis and tailors portfolios to each client’s risk tolerance, time horizon and stated preferences, usually under discretionary authority while accommodating client‑directed restrictions. It uses risk and planning software (Nitrogen/Riskalyze and MoneyGuide Pro), conducts quarterly account reviews with a 25% change trigger for immediate review, and provides annual written account reviews.
Distinctive features noted in the brochure include the firm’s practice of permitting borrowing in separately managed accounts and its acceptance of retirement plan clients, both of which are uncommon among similar solo independent advisers. The firm operates as a single‑advisor practice whose principal holds CFA and CFP credentials, works with multiple custodians (recommending Altruist), and participates in a peer RIA study group for ongoing investment and practice discussions.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Comprehensive financial plan fixed fee ranging from $500 to $2,500 or higher depending on scope; may be waived
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.9% annually $1,000,001 - $2,000,000: 0.8% annually $2,000,001 - $3,000,000: 0.6% annually $3,000,001+: 0.5% annually
Hourly financial planning fees available upon client request
Minimum fee: $2,500 per annum minimum fee, may be waived at firm's discretion Fee-only: Financial planning fees: $500 to $2,500 one-time fixed fee depending on scope; hourly fees also available; fees may be waived
Main office location
RSD Advisors
Brooklyn NY, United States
Number of offices
1
Most active in
RSD Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · New York
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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.
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