Advisor at Retirement & Investment Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement & Investment Planning, Inc.
Location
Petoskey, MI 49770
Credentials
Series 63, Series 65
Industry experience
9 years
ERISA Plan Services fees may be charged as flat fee or percentage; Client Directed Accounts via Gradient Investments have $300 flat fee to GI and $0 to RI Planning.
$0 - $100,000: 1.50% (Orion Portfolio Solutions, LLC asset management fee by RI Planning, negotiable; additional fees charged by OPS separate) $0 - $250,000: 0.79% (Freedom Platform UMA Models) $250,001 - $500,000: 0.73% (Freedom Platform UMA Models) $500,001 - $2,000,000: 0.66% (Freedom Platform UMA Models) $2,000,001 - $5,000,000: 0.48% (Freedom Platform UMA Models) $5,000,001+: Negotiable (Freedom Platform UMA Models) $0 - $250,000: 0.38% (Freedom Platform Fund Models) $250,001 - $500,000: 0.36% (Freedom Platform Fund Models) $500,001 - $2,000,000: 0.34% (Freedom Platform Fund Models) $2,000,001 - $5,000,000: 0.32% (Freedom Platform Fund Models) $5,000,001+: Negotiable (Freedom Platform Fund Models) All Assets - All Assets: 1.00% (ERISA Plan Services, negotiable, may be charged quarterly or monthly, either as percentage or flat fee) All Assets - All Assets: 2.00% total (Strategic Portfolios via Gradient Investments, LLC; RI Planning portion 1.00%) All Assets - All Assets: 1.80% total (Tactical Portfolios via Gradient Investments, LLC; RI Planning portion 1.00%) All Assets - All Assets: 1.70% total (Allocation & Defined Outcome Portfolios via Gradient Investments, LLC; RI Planning portion 1.00%) All Assets - All Assets: 1.00% total (Preservation Portfolios via Gradient Investments, LLC; RI Planning portion 0.60%)
Fee-only: RI Planning charges advisory fees based on percentage of AUM as described above; fees are negotiable.
Retirement & Investment Planning, Inc
2020 - Present (6 years)
Gradient Advisors, LLC
2017 - 2019 (2 years)
Senior Benefits Network
2017 - Present (9 years)
Retirement & Investment Planning, Inc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Petoskey, MI
Edward Jones
ChFC®, Series 66
Boyne City, MI
Edward Jones
Series 66
Boyne City, MI
Edward Jones
ChFC®, Series 63, Series 65
Boyne City, MI
Don A. Slabaugh, LLC
Series 63, Series 66
Harbor Springs, MI
Meridian Asset Management
Series 65
Petoskey, MI
West Arbor Solutions, LLC
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