Rp investment advisors is an investment advisory firm that provides portfolio management and financial planning services to individuals and institutions. In this article, we will provide a review of Rp investment advisors, including an overview of their services, fees, investment strategies and client experience. We will also evaluate if Rp investment advisors is a good choice for investors looking for professional investment management and advice.
Overview of Rp investment advisors’ services and offerings
Rp investment advisors provides personalized portfolio management, financial planning, retirement planning and other wealth management services. They cater to both individual investors and institutions. For individuals, they offer a range of accounts like IRA, 401k rollovers, taxable accounts etc. Institutions like pension funds, endowments etc. can also invest with them. Their advisors create customized portfolios aimed at achieving client goals through strategic asset allocation and security selection.
Rp investment advisors’ fee structure and minimums
Rp investment advisors charges an annual fee based on Assets Under Management (AUM). Their minimum account size is $500,000 for portfolio management services. Financial planning fees are determined on a case-by-case basis. Compared to other RIAs, their fee schedule is moderately expensive – better suited for high net worth individuals rather than smaller retail investors. They do not charge any commissions or loads on their investment products.
Rp investment advisors caters to high net worth investors and institutions. With experienced advisors and customized portfolios, they can be a good choice for investors who need comprehensive investment management and financial planning. Their high account minimums and fees make them better suited for large portfolios above $500,000.