Rps Retirement Plan Advisors
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
About This Firm
RPS Retirement Plan Advisors offers discretionary investment management, non-discretionary participant and plan sponsor services, and retirement plan consulting. They tailor advice to meet investment policies and participant needs. As of December 31, 2024, they managed $271,765,092 on a discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| 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 at our sole discretion.
Fee Estimator
Fees for retirement plan services are negotiable and vary based on the nature, scope, frequency of services, plan size, and complexity. The billing schedule may include a flat plan support fee, a per participant fee, a project fee, and/or an asset-based fee. A minimum annual fee of $30 per participant is charged. We impose an annual minimum fee of $8,000 for stand-alone 401(k) clients, and an annual minimum fee of $6,000 for adopters in the Pooled Employer Plan (PEP).
Areas of Practice
Location
9600 North Mopac, Suite 600, Austin, TX, 78759