RP Zeigler Investment Services (RPZIS) manages investment portfolios based on your individual needs and goals. They also offer comprehensive financial planning, where they help you develop and implement a financial plan, monitoring it throughout the year. RPZIS also provides hourly financial planning on specific topics and tax return preparation services.
Assets Under Management$47M
Clients79
Advisors1
Avg. per Client$590K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
RP Zeigler Investment Services manages investment portfolios for a fee based on a percentage of the value of your portfolio, up to 1.75% per year. The exact fee is negotiable. This fee is paid monthly. Clients with at least $150,000 under management can have financial planning included at no additional charge.
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