This cost structure is a good fit for folks who have investments that are able to be moved to RP Zeigler Investment Services, Inc. from another investment firm, who have cash at their bank not earning enough interest, or have an old 401(k) they're able to rollover from a previous job.
All costs include investment management and all the financial planning topics mentioned above (if requested by contract).
An annual minimum fee may apply.
Accounts managed by RP Zeigler Investment Services, Inc. are held at TD Ameritrade Institutional and likely include, but are not limited to, ETFs, mutual funds, stocks, CDs, and/or bonds
*please refer to form ADV for full fee disclosure*
In-person, on the phone or virtually, let's chat. If something is keeping you up at night, and you just want to talk about it for an hour, this cost structure is for you. This is a fairly simple 2-step process:
If you're thinking about or worried about any of these topics, then reach out today!
Nearly anything related to money, we can most likely help you out with. Even if it's not listed above.
If something's on your mind, reach out today. Let's talk!
Transfer your investments to us, or don't. With this model, we don't care. Paying for services on a monthly basis is simply a way of life these days. At my house it's the gym, the internet, streaming TV, music and preschool, just to name a few. At RP Zeigler Investment Services, Inc., we offer a similar monthly subscription cost structure for young professionals, and for folks within a few years of retirement. Here's what you get with your monthly subscription:
This cost structure is a great fit for folks who's investments may be tied up in their local business, their 401(k) at their current job, but who are looking for a financial planner to help them manage their investments, children's college savings plan(s), and create a written financial plan for them nonetheless.
Initial Cost: $875
Ongoing monthly cost: $245
Please make note: The scope of financial planning and investment management will be tailored to each individual situation and will depend on the needs of each client/household. RP Zeigler Investment Services, Inc. nor any of its employees serves as a tax professional, estate planning attorney or tax attorney. Neither RP Zeigler Investment Services, Inc. or any if its employees prepares tax returns or estate planning documents.