Retirement Planning and Management, Inc. offers investment advice to individuals, trusts, businesses, and estates. They work with clients to develop an investment portfolio based on their objectives. Clients make the final investment decisions, and Retirement Planning and Management is authorized to place trades and collect fees. They recommend diversification and dollar-cost averaging. Investment advice is limited to exchange-traded funds, mutual funds, fixed income investments, and insurance products. They also consult on life insurance policies but do not sell insurance.
Assets Under Management$84M
Clients73
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $375K | 1.50% |
| $375K - $750K | 1.20% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable. Pension client fees are different; see brochure for details.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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