RMG Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
5919 Maple Dale Rd.
Jackson MI 49201
Advisors at this office
1
Most active in
Michigan
Also doing business as
Messner, Robert Andrew · Rmg Advisory Services · The Robert Messner Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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