Retirement Plan Fiduciaries, LLC (RPF) offers financial planning and investment management to individuals, and investment and non-investment consulting for 401(k) plans. For individuals, RPF works with clients to define financial goals and creates a written plan. RPF also creates customized investment portfolios for each client, monitoring and making changes as needed.
Assets Under Management$190M
Clients51
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
For individuals, Retirement Plan Fiduciaries offers several options:
- 1% of your portfolio per year
- $5,000/year retainer + 0.3% of your portfolio per year
- $2,000/year retainer + 0.5% of your portfolio per year
Fees are charged quarterly.
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