Assets Under Management
$271.8M
Number of Clients
29
Number of Advisors
6
Average Client AUM
$9.4M
AUM per Advisor
$45.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
RPS Retirement Plan Advisors provides discretionary investment management, non-discretionary participant services, non-discretionary plan sponsor services, retirement plan consulting, and the sale of insurance products to plan sponsors. Services are tailored to meet the investment policies adopted by the Sponsor.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.35% |
| $3.0M - $7.0M | 0.20% |
| $7.0M - $10.0M | 0.15% |
| $10.0M - $15.0M | 0.10% |
| $15M+ | 0.05% |
Fees are negotiable.
9600 North Mopac, Suite 600, Austin, TX, 78759