Fees are negotiable and based on plan size, complexity, number of participants, and estimated meeting requirements. RPC charges up to 1.00% of plan assets annually, with a $15,000 minimum. Fixed fees may be charged instead of asset-based fees, generally not exceeding 1.00% of plan assets unless assets are less than $2,000,000. Fees are deducted from plan assets or billed quarterly. RPC may reduce or waive fees at its discretion.
100 Shoreline Highway, Suite B-101, Mill Valley, CA, 94941
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Christopher is a finance committee member for the College of Marin Foundation, reviewing investments and grants, and spends minimal time on this. He also serves on the finance committee for the Novato Chamber of Commerce, reviewing the financial budget and making recommendations, dedicating minimal time to this role.