Rembrandt Financial Group LLC

Rembrandt Financial Group LLC is a Limited Liability Company established in December 2004 by principal owner Daniel Tapia. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. RFGLLC seeks discretionary authority from clients to make investment decisions in accordance with fiduciary duties. The firm primarily advises on mutual funds but may diversify portfolios with other securities. Clients are not required to have a minimum account size. Fees are asset-based, ranging from 0.50% to 1.25% annually based on total assets under management. RFGLLC operates as a fiduciary, acting in the best interests of clients and avoiding conflicts of interest. The firm does not participate in wrap fee programs and has assets under management totaling $181,940,751.00 for discretionary amounts and $6,648,835.00 for non-discretionary amounts as of December 2024. Clients receive regular account reviews and reports, and RFGLLC does not accept performance-based fees or compensation for the sale of securities. The firm does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals.