Retirement Planning Consultants INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Retirement Planning Consultants Inc. (RPC) offers investment management services to individuals, IRAs, deferred accounts, corporate accounts, 529 plans, and 401(k)s. RPC creates customized investment portfolios based on each client's time horizon and risk tolerance, balancing fixed income and equities. Clients choose a custodian like Schwab to hold their investments. RPC primarily uses exchange traded funds (ETFs) and manages most accounts on a discretionary basis, except for annuities, 401k plans or 529 plans.
Assets Under Management$25M
Clients88
Advisors1
Avg. per Client$290K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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