Retirement Plan Advisors (RPA) offers financial planning and investment management services to individuals and institutions. RPA specializes in retirement plan design, consulting, and investment advice for employer-sponsored plans. For individuals, RPA provides financial planning, investment management, and co-advisory services through WealthPort wrap programs. RPA's investment philosophy is based on strategic asset allocation.
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%.