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RLS Financial Group, Inc.

Headquartered in NEWTOWN, CT

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Firm Information

RLS Financial Group, Inc. is an investment advisor registered with the state of California. They manage approximately $8,038,959 in assets for 25 clients. Their services include financial planning, market timing services, and portfolio management for individuals and businesses. They also provide fee-based consultations. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

RLS Financial Group, Inc.

$8.04M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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fee based consultations

Fee based consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

RLS FINANCIAL GROUP, INC. has a total of 1 branch locations across the country.
location

NEWTOWN, CT

Advisors at RLS Financial Group, Inc.

View All 1 Advisors
Unclaimed
Robert Lloyd Shohet

CFC®, RA

NEWTOWN, CT

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Disclosures

There are no public disclosures for RLS Financial Group, Inc..

Frequently Asked Questions (5)

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