GRP Retirement Planning offers investment advice and financial planning services to individuals, high net worth individuals, businesses, and non-profit organizations. GRP helps clients with investment objectives, asset allocation, and financial planning needs such as risk assessment, estate planning, and financial decision-making. GRP may recommend third-party money managers to manage client assets.
Assets Under Management$160M
Clients846
Advisors5
Avg. per Client$180K
Avg. per Advisor$31M
www.grplans.com ·www.facebook.com/goslineretirement ·www.linkedin.com/company/gosline-retirement-pla...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K - $500K | 1.60% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are charged monthly in arrears. GRP has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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