The Retirement Planning Company of New England, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
The Retirement Planning Company of New England, Inc. offers discretionary portfolio management services tailored to individual client needs and investment objectives. They manage investments in various securities, including stocks, bonds, mutual funds, and ETFs. Clients grant the firm authority to make investment decisions without prior approval, though clients can set restrictions. The firm may also offer non-discretionary portfolio management services, where client approval is needed before any transactions.
Assets Under Management$340M
Clients572
Advisors4
Avg. per Client$590K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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