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How Retirement Portfolio Partners Fees Compare:


Fees


RETIREMENT PORTFOLIO PARTNERS
Asset-Based Fee AdvisorCommissioned Sales Rep
Advisor Compensation by Portfolio SizeFlat Annual FeeAverage Annual Fee***Varies by product, typically 4-12% upfront, with ongoing commissions of 0.25-0.50%
$500,000
$4,800
$5,000
$750,000
$4,800
$7,500
$1,000,000
$4,800
$10,000
$2,500,000
$4,800
$18,750
$4,000,000
$4,800
$26,000


*** Average fees based on https://www.kitces.com/blog/independent-financial-advisor-fees-comparison-typical-aum-wealth-management-fee/


SERVICES


RETIREMENT PORTFOLIO PARTNERS

Asset-Based Fee AdvisorCommissioned Sales Rep
Fiduciary Duty
Yes
Yes- if fee-onlyNo
Portfolio Analysis
Yes
Yes?
Ongoing Investment Management
Yes
Yes?
Review on non-managed accounts (401k, HSA, Pension, etc)
Yes
??
Retirement Income Planning
Yes
??
Tax Minimization Planning
Yes
??
Estate Plan Review (Will, Trust, Life Insurance, Etc)
Yes
??
Comprehensive advice not influenced by compensation
Yes
NoNo


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