RMG Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,000,000
Clients
58
14% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$413,793
About
RMG Advisory Services is an independent registered investment adviser that serves individuals, families, small businesses, trusts, estates, and nonprofit organizations. The firm provides portfolio management, financial planning, and hourly consulting services, commonly charging asset-based fees for managed accounts.
The investment approach emphasizes asset-class investing with diversification, long-term focus, and strategic allocation, using custodian-held accounts and periodic reporting to support client reviews. RMG manages client assets on a primarily non-discretionary basis, so recommendations are implemented only with client authorization and clients retain trading authority.
The firm’s principal is also a licensed insurance agent and operates an affiliated insurance business; insurance products may be offered and related commissions are disclosed, with the firm stating those activities are kept separate from advisory work. That combination—primarily non-discretionary portfolio management paired with an active insurance brokerage affiliation—is less common among independent advisers and is a notable consideration for prospective clients.
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% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
$270/hour for individuals and trusts; $300/hour for corporate clients; negotiable for non-profits
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.
-
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.
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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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