Associated Retirement Planners, Inc. provides investment management services through Redhawk Wealth Advisors on a non-discretionary basis. They also offer financial plans covering investments, insurance, taxes, and estate planning. These plans are tailored to individual client needs and objectives. The firm's founder, Navi Dowty, has been in the financial services industry since 1972.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.00% |
Fees are negotiable. A minimum annual fee of $1,000 applies, which may increase the percentage paid on smaller accounts, but will not exceed 2% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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