Retirement Planners of America
Assets Under Management
$4.0B
Number of Clients
6,827
Number of Advisors
37
Average Client AUM
$582K
AUM per Advisor
$107.4M
Compensation
Fee-Only (AUM)
About This Firm
Retirement Planners of America provides discretionary portfolio management services through a wrap-fee program, employing an "invest and protect" strategy. They tactically invest and rebalance accounts among BNY Mellon ETFs and a Government Money Market Fund, adjusting allocations based on client objectives and market conditions. Financial planning and consulting services are generally included.
Fee Structure
The annual portfolio management fee is generally 1.30% of assets under management, including cash and cash equivalents. Certain legacy clients may pay 1.25%. For RPOA Direct program clients (assets of $250,000 or less), the fee is 1.85%. Fees are payable quarterly in arrears or advance, based on the account value on the last day of the preceding quarter. Accounts are also subject to an annual platform fee of 0.40%. Fees may be adjusted for deposits or withdrawals greater than $5,000.
Areas of Practice
Location
2820 Dallas Parkway, Plano, TX, 75093