Rtd Financial Advisors INC
Assets Under Management
$2.4B
Number of Clients
738
Number of Advisors
17
Average Client AUM
$3.2M
AUM per Advisor
$140.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RTD Financial provides personalized wealth management, financial planning, and investment management services. They also offer 3(38) investment management for employer retirement plans and pooled employer plans, as well as investment consulting for trusts and non-profits.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Blended fees are calculated by assessing percentage rates to the market value of the account using predefined asset levels. Minimum quarterly fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Loading...
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
