Retirement Planning Group provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, charitable organizations, and corporations. They create customized investment strategies using low-cost, diversified mutual funds and ETFs, and offer financial planning services covering investment planning, retirement planning, and insurance needs. Retirement Planning Group acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$380M
Clients1,043
Advisors4
Avg. per Client$360K
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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