Investment Style

In some investment firms, commissions are accepted by the investment manager for sales of particular products, making it problematic to obtain reliable unbiased service.  In contrast, RFM Financial Solutions, LLC provides fee-based portfolio management services.  Our fees are based on assets under management, not on the number of trades made.

As a fee-based advisor, we derive our income from one advisor fee - a sliding-scale percentage - based on the size of your managed account.  We collect this fee on a quarterly basis.