Joe Stover, CPA/PFS

CONNECT

Address:

4011 University Dr., Suite 202A
Durham, NC 27707

Phone:

919-364-2030

Fax/Other:

919-364-2030

Many Services, One Fee

Fee only asset management bundles together a variety of valuable investment services for one fee. These include:

  • Completing a personalized investment profile that will help you set your objectives;
  • Developing a written Investment Policy Statement (IPS) as a framework for investment strategy and decisions;
  • Developing an asset allocation strategy that matches your risk and return profile;
  • mplementing an investment strategy;
  • Helping you evaluate and select asset managers;
  • Rebalancing to keep your allocation in line;
  • Updating you via monthly statements and quarterly performance reports to keep you informed of results;

 

 


 

RFG Inc will also be available to conduct periodic strategic reviews in which we will evaluate both your allocation and managers, as well as assess your progress toward long-term goals. Our continuing service is an integral part of this fee only asset management package. 

  • In a fee only asset management account, you are not exposed to front-end brokerage charges that reduce the dollars you put into investment markets.
  • You will not be exposed to back-end exit charges that penalize you for moving your money, even if a manager is under-performing.
  • This fee is paid concurrently with the professional services rendered, much as you would pay for legal or medical professional services.
  • Fee only asset management enables financial professionals to provide services in much the same way as other professionals.
  • The fee is in proportion to the assets under management. That means it will not increase unless you make progress building assets.
  • Your objectives and ours are aligned. Our fee depends on how successful you are with your investments over time.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck