Retirement Plan Advisors Ltd (RPA) provides ongoing portfolio management based on individual client goals and risk tolerance. RPA creates investment plans and may select other advisors for clients, compensated via a fee share. RPA also offers consulting services to pension and employee benefit plans, including 401(k) plans. RPA generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$48M
Clients103
Advisors2
Avg. per Client$470K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.60% |
| $2.5M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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