Advisor at Retirement Planning and Management, Inc.
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Firm
Retirement Planning and Management, Inc.
Location
Lakeville, MN
Credentials
Series 63, Series 65
Industry experience
8 years
Thomas Jeppesen is a financial advisor with Retirement Planning and Management, Inc. in Lakeville, MN. He holds the Series 63 and Series 65 designations and has 8 years of industry experience. He has been associated with Retirement Planning and Management, Inc. since 1997 and has operated as Thomas Jeppesen since 1986. He is a former independent insurance agent. Retirement Planning and Management, Inc. provides investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and employer-sponsored retirement plans. The firm employs fundamental analysis and diversified portfolios, managing accounts on a non-discretionary basis, and offers pension consulting and retirement plan administration alongside individual advisory services.
Based on Retirement Planning and Management, Inc.
Based on Retirement Planning and Management, Inc.
Fixed fees from $250 to $5,000 for financial plans; fixed fees up to 3% of assets for one-time investment advice, minimum $300
$0 - $375,000: 1.00% (pension clients), 1.50% (individual clients) $375,001 - $750,000: 0.80% (pension clients), 1.20% (individual clients) $750,001 - $1,500,000: 0.60% (pension clients), 0.90% (individual clients) $1,500,001 - $3,000,000: 0.45% (pension clients), 0.60% (individual clients) $3,000,001+: 0.35% (pension clients), 0.40% (individual clients)
Up to $250 per hour depending on complexity
Minimum fee: $500 minimum annual fee for pension plans; $300 minimum annual fee for individual clients Fee-only: Fixed fees for financial plans ranging from $250 to $5,000; hourly rates up to $250/hour; fixed fees up to 3% of assets for one-time investment advice with minimum $300
Lakeville, MN
Minnesota
Retirement Planning and Management, Inc.
1997 - Present (29 years)
Thomas Jeppesen
1986 - Present (40 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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