Retirement Planning Solutions (RPS) offers investment management services where they manage your investments on an ongoing basis. They help determine your investment goals and manage your portfolio accordingly. RPS also offers investment consulting services, providing analysis and recommendations for your investments. You make the final decisions on implementing their advice. Clients are encouraged to call with questions and can terminate services with 10 days' notice.
Assets Under Management$48M
Clients70
Advisors1
Avg. per Client$680K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All fees, and the minimum account size, are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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