Retirement Planning Specialists - Midwest acts as an intermediary between clients and third-party investment managers, specifically Gradient Investments, to handle portfolio management. Retirement Planning Specialists - Midwest helps clients complete paperwork, monitors manager performance, and acts as a liaison. In addition to investment management referral services, Retirement Planning Specialists - Midwest offers comprehensive financial planning and consulting covering retirement strategies, cash flow analysis, tax reduction strategies, risk management, and estate preservation. The firm also provides hourly consulting services for specific financial topics.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees depend on the selected portfolio strategy, ranging from a total annual fee of 1.00% up to 2.15%. Fees are negotiable and billed quarterly in arrears.