This cost structure is generally a good fit for folks who have investments being managed by a firm they are not happy with or people who have too much cash sitting at the bank not earning much interest. It also works well for people who have an old 401(k) that they're able to rollover to us from a previous job. This cost structure also includes preparation of your annual tax return*, tax advice, estate planning advice, financial advice, and a 24/7 accessible, personalized written financial plan.*
*All costs include investment management, tax preparation, tax advice and financial planning. (You may opt out of tax preparation, tax advice and financial planning if you'd like to). An annual fee minimum fee may apply
Accounts managed by RP Zeigler Investment Services, Inc. are held at Charles Schwab and likely include, but are not limited to: ETFs, mutual funds, individual equities, 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. You're in control. 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 pet food. At RP Zeigler Investment Services, Inc., we offer a similar monthly subscription cost structure for young professionals, and for folks nearing retirement. Here's what you get with your monthly subscription:
This cost structure is a great fit for folks who wish to keep their investment account(s) outside of RP Zeigler Investment Services, but who are looking for professional investment advice none the less. The monthly subscription model also works for people who want advice on topics such as college savings plan(s), taxes, estate issues, inheritences, but wish to keep their accounts where they are currently held at. We will also create a customized, 24/7 accessible, written financial plan just for you.
Initial Cost: $1,100
Ongoing monthly cost: $295
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.
*An additional cost may apply in certain cases for tax preparation.