RMP Financial offers financial planning and investment management services. Financial planning covers areas like retirement, education savings, and charitable giving. Investment management is tailored to your goals and risk tolerance, with ongoing monitoring and rebalancing. RMP Financial primarily uses fundamental analysis and a long-term investment strategy.
Assets Under Management$24M
Clients14
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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