Retirement & Investment Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,600,000
Total clients
24
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
24
Average account size
$150,000
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Retirement & Investment Planning, Inc.
616 Petoskey St., Suite 208
Petoskey MI 49770, United States
Number of offices
1
Forms ADV
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