The Retirement Planning Company of New England, INC.
The Retirement Planning Company of New England manages investment portfolios and offers financial planning and advice for individuals, families, and businesses. The firm primarily operates on a discretionary basis, meaning professionals make investment decisions on your behalf based on your goals, risk tolerance, and time horizon. The investment approach utilizes various forms of analysis, including technical, fundamental, and cyclical methods, and covers a wide range of investments such as stocks, bonds, mutual funds, exchange-traded funds, and options. In addition to investment management, the firm provides advice on financial planning, taxation, and trust services.
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 for amounts over $2,500,000 are negotiable. The firm reserves the right to employ a minimum fee.