Retirement Portfolios, LLC provides financial planning and investment management services. Financial planning covers areas like retirement, insurance, taxes, and estate planning. Investment management is offered on both discretionary and non-discretionary bases. RP also provides investment models to other registered investment advisors. RP may recommend third-party money managers and conduct educational workshops.
Fee Structure
Retirement Portfolios, LLC manages investment accounts for a fee based on a percentage of the assets. The fee varies depending on where the account is held: Goldman Sachs Advisor Solutions, Security Benefit, or Altruist.
For accounts at Goldman Sachs Advisor Solutions:
- First $1 million: 1.5% per year
- $1 million - $2 million: 1.25% per year
- Over $2 million: 1% per year
For accounts at Security Benefit: 1% per year
For accounts at Altruist:
- First $1 million: 1.6% per year
- $1 million - $2 million: 1.35% per year
- Over $2 million: 1% per year
These fees do not include brokerage and custodial fees charged separately by the custodians.