Remote Financial Planner (RFP) provides ongoing financial planning through a subscription service, which includes a comprehensive review of your finances and support for implementing recommendations. RFP also offers investment management services, either included in the subscription or as a separate asset-based fee. RFP assists with financial goal setting, tax planning, retirement planning, estate planning, risk management, education planning, and employee benefits.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
When a client has engaged RFP for an Advisory Services Subscription investment management may be included in the fixed fee and therefore not subject to the schedule above. Separately, RFP can be engaged under an asset-based fee, subject to the table above, which may also include financial planning services.
