Retirement Planning Group (RPG) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. RPG also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. RPG may recommend third-party money managers to manage client assets. RPG provides these services through its Investment Advisory Representatives to accounts opened with RPG.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee of 1.75%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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