The Retirement Planners, USA (TRP) offers personalized financial planning and investment management services. This includes helping clients determine their financial goals, manage cash flow, review insurance, plan for retirement and education, and manage investments. TRP provides both discretionary and non-discretionary asset management services. TRP does not sell commissioned products, but its members are affiliated with entities that do.
Assets Under Management$54M
Clients395
Advisors1
Avg. per Client$140K
Avg. per Advisor$54M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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