American Retirement Planning Group INC

Fee-Only (% of Portfolio)Fixed/Hourly

American Retirement Planning Group (ARPG) provides investment management using its Macro Fundamental Top-Down Allocation Management Program. They work with mutual funds, annuities, stocks, bonds, and insurance. ARPG also offers financial consultations on an hourly basis. They may provide fiduciary or non-fiduciary services to retirement plans.

Assets Under Management$350M
Clients870
Advisors2
Avg. per Client$400K
Avg. per Advisor$170M

Fee Structure

Minimum Investment:$10K

American Retirement Planning Group offers investment management services where they manage your investments using their Macro Fundamental Top-Down Allocation approach. The fees are based on the amount of assets in your account and are charged quarterly. The fees vary based on the amount you have invested. There are also separate transaction charges. A Cerberus Strategy is available as an addendum to the Investment Management Services Agreement.

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Location

2 Advisors at this firm

American Retirement Planning Group INC | TrueAdvisor