Ultimate Retirement Products (URP) provides investment management services to individuals and retirement plans. URP offers ongoing asset management, tailoring investment strategies to client goals and risk tolerance. For retirement plans, URP can act as either a limited scope advisor or a full discretionary investment manager. URP may use sub-advisors to manage client assets.
Fee Structure
Ultimate Retirement Products (URP) offers investment management services where they manage your investments for a fee.
For standard investment accounts, the annual fee will not exceed 2% of the value of your portfolio.
For annuity and life insurance products, the annual fee will not exceed 0.75% of the value of the assets managed.
The annual fee is negotiable based on factors such as the size of your account and your relationship with URP.