In the Money Retirement Planning Limited Liability Company
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
$0
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
In The Money Retirement Planning LLC (ITMRP) is a registered investment advisor offering investment management and financial planning services. ITMRP is a fee-only firm, meaning it only receives compensation from clients for its services. ITMRP provides continuous advice regarding the investment of client funds based on individual needs. Financial planning involves an evaluation of a client's current and future financial state.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Investment Management is available without an additional fee when participating in our Financial Planning services for Clients with less than $200,000 in managed assets. Ongoing Financial Planning is included without an additional fee for Clients with more than $200,000 in managed assets.
Fee Estimator
Areas of Practice
Location
CT, United States
