The Sail program is targeted towards more mature investors (40 – 55) who want additional investment flexibility and enhanced guidance. This program is for investors who want to accelerate building their wealth by growing retirement savings (IRA, Roth IRA, SEP IRA, 401K, SIMPLES) or investing outside of their employer-sponsored retirement plan to pursue financial independence or other life goals. The program also offers access to planning services as needs evolve.
Minimum investible assets of $250,000 or income of $250,000.
Guidance from RRP Investment Advisers
Analysis of existing portfolio including asset allocation, expenses and tax treatment. Custom portfolio strategies built to support your unique goals and bi-annual review to monitor your progress and adjust portfolios as necessary to meet evolving goals.
Stay up to date with trends and insights with access to market commentary.
Direct access to easy-to-use client portal where you can monitor your investment strategies.
Access to retirement planning that covers cash flow analysis, retirement projections, tax review/projections and review of insurance coverages.
Comprehensive Plans are available for an additional one-time fee.
Fees for Investment Management Services are calculated as a percentage of Assets Under Management. The effective blended fee is reduced as the managed portfolio reaches defined benchmarks.
Availability of risk management solutions, including life, disability and long-term care insurance, as well as annuities that can provide guaranteed lifetime income.