Retirement Plans, LLC is a fee-only investment advisor in Auburn, Alabama. RP, LLC focuses on a simple approach to retirement planning and investment management. RP, LLC aims to understand what clients want and need in retirement and then help them achieve those goals based on their resources, time frame, and risk preferences. RP, LLC uses various investment tools, including stocks, bonds, and exchange-traded funds, and emphasizes risk control and diversification.
Assets Under Management$1.7M
Clients3
Advisors1
Avg. per Client$570K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The 1.20% annual fee includes any third-party money manager fees. Fee may be lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...