Real Life Planning (RLP) provides financial planning, coaching, and investment management services to individuals and high-net-worth individuals. RLP offers project-based financial planning on topics like retirement, college savings, and estate planning. They also offer ongoing financial planning and coaching programs, including investment management through third-party managers. RLP also provides online educational courses and seminars.
Assets Under Management$7.5M
Clients19
Advisors2
Avg. per Client$400K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 0.50% |
Investment management is only offered as part of the Lift Program. The first $250,000 of assets are included in the monthly planning fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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