RPA Financial provides investment advisory and management services to companies and entities that offer retirement plan benefits to their employees. RPA offers services to pension plans, profit sharing plans, and defined contribution plans. These services include preparing investment policy statements, investment selection, performance monitoring, fiduciary education, and service provider search support. RPA also offers hourly and fixed fee consulting services.
Assets Under Management$8B
Clients230
Advisors4
Avg. per Client$35M
Avg. per Advisor$2B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be paid monthly or quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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