Retirement Portfolio Partners provides portfolio management and financial planning services for a flat annual fee. Services include regular financial check-ups, portfolio oversight, access to rebalancing software, a digital portal for tracking finances, and collaboration with other financial professionals. The firm also offers financial planning covering asset allocation, cash flow, education funding, estate planning, investment portfolio review, risk planning, retirement planning, Social Security, stock options, and tax planning.
Fee Structure
Retirement Portfolio Partners offers investment management as part of its wealth management program, which includes financial planning for a flat annual fee of $6,000, billed monthly at $500. Alternatively, the firm may charge a percentage-based fee not exceeding 1.00% of the client’s total portfolio value if the flat fee is deemed excessive.