Rutterer Planning manages investment portfolios based on clients' individual needs and goals. RP also offers project-based financial planning on topics like retirement, risk management, and college savings. Ongoing financial planning is available for a quarterly fee, providing continuous plan monitoring and updates. RP tailors services to each client's risk tolerance and financial situation.
Assets Under Management$11M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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