Cleveland Retirement Planning (CRP) offers asset management to individuals, high net worth individuals, pensions, and profit-sharing plans. CRP also provides financial planning services at an hourly rate or flat fee. Financial planning advice may include retirement planning, risk management, estate planning, tax reduction planning, and investment management strategies. CRP also offers estate planning document creation services.
Assets Under Management$39M
Clients58
Advisors1
Avg. per Client$670K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
CRP reserves the right to discount fees. Any fee discounts will be noted and/or included in the fee schedule of the Investment Advisory Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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