Professional Retirement Planning L.P. (PRP) manages investment portfolios for individuals, trusts, small businesses, and retirement plans. PRP works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. PRP primarily recommends portfolios of mutual funds offered by Dimensional Fund Advisors (DFA). PRP also provides retirement plan consulting services, including plan design, actuarial valuations, and compliance testing. PRP does not take custody of client funds.
Assets Under Management$40M
Clients7
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000. Fees for qualified plans are reduced by approximately 10% of the above schedule once assets under management cross $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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