Resource Consulting Group Review

Trust Score 98%
Trust Score info_outline

Resource Consulting Group, federally registered in 1988, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 15 advisors. Resource Consulting Group manages $1.8 billion and provides investment advisory services for 453 clients (1:31 advisor/client ratio).

Resource Consulting Group requires a $1,000,000 minimum investment and charges a blended rate between 0.90% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 31 clients (industry average 1:50)


  • Firm serves fewer than 1,000 clients

View Full Report

Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $3,877,894
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:31
Headquarters Orlando, FL
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $1,000,000 0.90%
$1,000,001 to $10,000,000 0.50%
$10,000,001+ 0.25%

Questions & Answers

Get answers about Resource Consulting Group

Ask a question question_answer