Retirement Portfolio Partners manages investment portfolios and provides comprehensive financial planning for individuals and families. The firm offers a wealth management program that combines ongoing financial planning and portfolio oversight in a single arrangement. Services cover retirement planning, tax strategies, estate planning, cash flow management, education funding, and investment portfolio review. Retirement Portfolio Partners takes a passive, cost-effective, and tax-efficient approach to investing, utilizing mutual funds, exchange-traded funds, and individual stocks and bonds. The firm is 100% owned by Erik C. Barnes and has operated since 2015, previously as a sole proprietorship since 2008.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Primary pricing is a flat annual fee of $8,400. Alternatively, a percentage-based fee is charged up to 1.00% of the portfolio value for accounts where the flat fee would be excessive. Fees are negotiable.