In the Money Retirement Planning Limited Liability Company
Fee-Only (% of Portfolio)Fixed/Hourly
In The Money Retirement Planning (ITMRP) provides investment management and financial planning services. ITMRP may recommend third-party professionals like attorneys or accountants, but clients are not obligated to use them. For investment management, ITMRP creates and manages portfolios based on a client's goals, risk tolerance, and tax considerations. ITMRP uses third-party investment advisors and platforms like GeoWealth and Betterment Advisor Solutions. Financial planning involves evaluating a client's current and future financial state to help achieve their goals.
Assets Under Management$1.1M
Clients7
Advisors1
Avg. per Client$160K
Avg. per Advisor$1.1M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. The above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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