Retirement Planning Solutions (RPS) provides wealth management services, including financial planning and investment management, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. RPS also has a division, RPS Sports Private Wealth, catering to amateur and pro sports professionals. RPS creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using mutual funds, ETFs, stocks, bonds, variable annuities, and options. RPS also offers financial planning services, either as part of wealth management or under a separate agreement, covering areas like retirement, education, and insurance needs.
Fee Structure
RPS Advisory Solutions charges a negotiable fee for investment management services, up to a maximum of 2.50% of the average daily balance of your account each month. The exact fee depends on the specific advisory program and may be negotiable. In addition to the investment advisory fee, RPS also charges a technology fee of up to $100 per month, which is also negotiable.