Retirement Plans, Inc. offers investment management services, primarily using mutual funds and exchange traded funds. They make investment decisions for clients based on their risk tolerance. Retirement Plans, Inc. does not provide financial planning services. Portfolios can be tailored to meet specific client needs and restrictions.
Assets Under Management$250M
Clients268
Advisors1
Avg. per Client$920K
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
For Retirement Plans, fees range from 0.10% to 0.70%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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