Edward Tritschler
Edward Tritschler is a registered investment advisor at Retirement Plan Advisors, LLC, based in Jefferson City, MO, with 23 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
2420 Hyde Park Road, #C, Jefferson City, MO, 65109
Get directionsHistory
Regulatory History (1)
Financial
December 2018Other Business ActivitiesSells Insurance
Edward preaches and teaches on Sundays for Harvester Church of Christ, dedicating about 10-20% of his time. He is also an independent insurance agent and an investment advisor representative for Retirement Plan Advisors, but spends no time trading in these roles.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ef Legacy Securities, LLCBroker
Planmember Securities CorporationBroker
Planmember Securities Corporation
National Pension & Group Consultants, INC.
National Pension & Group Consultants, INCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
VALIC Financial Advisors, INC.Broker
State Farm Vp Management CORP.Broker
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.