Edward Viar
Edward Viar is a registered investment advisor at The Retirement Planning Company of New England, INC., based in Providence, RI, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 572 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.60% |
| $2.5M+ | 0.60% |
Fees are negotiable for amounts in excess of $2,500,000.
Fee Estimator
Location
1 Richmond Square, Providence, RI, 02906
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Retirement Planning Company of New England, INC.
State Registrations1 state
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