Asset Management Pricing

Pricing Note

‍Fees are calculated annually and billed monthly based on the value of assets under management. Clients enrolled in ongoing financial planning with RPM Financial Group are not subject to account or household minimums.

Investment management fees are separate from planning fees.  Our advisory fee structure uses breakpoints, so as advisory assets increase, the applicable fee percentage decreases.
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Clients whose household has a cumulative total of $1,000,000 or more in advisory assets managed by RPM Financial Group LLC receive ongoing financial planning services at no additional fee beyond their standard advisory fee. This does not include the separate one-time fee that may be charged for the initial comprehensive financial plan.