RMP Financial offers comprehensive financial planning, consulting, and portfolio management services tailored to individuals, families, trusts, estates, and businesses. Founded in 1996 and led by Roman Pinsky, the firm creates customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon. RMP Financial primarily uses fundamental analysis and a long-term investment strategy, investing in a mix of stocks, exchange-traded funds, mutual funds, fixed income instruments, and real estate investment trusts. In addition to managing portfolios on both a discretionary and non-discretionary basis, RMP Financial provides financial planning covering retirement, education savings, personal savings, and charitable giving.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are billed semi-annually. The fee schedule is marginal.