facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

What We Do

Investment Management

Social Security Strategies

Retirement Planning

Answer Medicare Questions

Tax Planning

Estate Planning



For Investments Moved To RP Zeigler Investment Services, Inc.



Amount Of
Investments
Annual Cost
$0 - $500,0001.25% 
$500,001 - $1mil1.00% 
$1mil - $2mil0.75% 
$2mil - $3mil0.60% 
$3mil - $4mil0.50% 
$4mil and up0.30% 


All costs include investment management and all the financial planning topics mentioned above.

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*


Monthly Subscription

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:

  1. A face to face, ongoing personal relationship with a CERTIFIED FINANCIAL PLANNER ™ professional.
  2. A written financial plan addressing all of your financial concerns. We will also cover financial planning basics such as emergency funds, estate planning, tax planning, retirement planning, risk management and investment management. 
  3. Ongoing communication with the firm. Whether it's a phone call, an email, an in-person meeting, a video conference, or social media direct message, we will be in regular contact with you. If you call us, we will call you back. if you email us, we will email you back. While we cannot control the economy or the stock markets, we are able to control our level of commitment to you. 
  4. Asset allocation advice for your employer sponsored retirement plan such as a 401(k) or 403(b).
  5. Advice on 401(k) vs ROTH(k) & Traditional IRA vs ROTH IRA. 
  6. Investment advice. Here's the best part: we don't care if you move your investments to us or not. You'll get sound investment advice regardless where your investments are located. (If applicable. Accounts managed by RP Zeigler Investment Services, Inc. are held at TD Ameritrade Institutional and generally will include, but are not limited to, ETFs, mutual funds, stocks, CDs, and/or bonds) 

Initial Cost: $500

Ongoing monthly cost: $150 (per household)

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.

*please refer to form ADV for full fee disclosure*