Retirement Planning Specialists offers investment management and financial planning services tailored to individual client needs. For investment management, they gather information about your financial situation and goals to create a customized investment portfolio and financial plan. They monitor your account and make adjustments as needed. They also offer stand-alone financial planning services covering various topics like budgeting, insurance, education funding, estate planning, tax planning, and retirement planning. Clients are not obligated to implement recommendations through Retirement Planning Specialists.
Assets Under Management$320M
Clients525
Advisors2
Avg. per Client$620K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated on a per client basis, and some clients may pay advisory fees at a higher or lower rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...