A complete list of active advisors currently associated with Retirement Portfolio Partners
Warmer can help you find a great advisor at Retirement Portfolio Partners or one who fits your needs even better.
Retirement Portfolio Partners (The Farm Capital Management, LLC) works with individual clients, including high-net-worth individuals and families, to provide ongoing wealth management that combines portfolio management and comprehensive financial planning. The firm manages client accounts on a discretionary basis and may recommend or monitor third-party money managers for portions of client portfolios. The firm emphasizes a passive, cost- and tax-efficient approach to portfolio construction, using ETFs, mutual funds, individual equities and fixed income, with regular rebalancing and tax‑loss harvesting recommendations. Technology features described in the brochure — including a digital client portal and rebalancing software — are used to track inflows, outflows, allocations and performance as part of ongoing oversight. What distinguishes the firm from many peers is its primary use of a flat annual fee pricing option for its wealth management program rather than relying solely on percentage-of-AUM billing, and its stated policy of not charging performance‑based fees. With a modest client roster and roughly mid‑tens of millions in assets under management, the firm combines ongoing one‑client oversight with coordination with clients’ other professionals and occasional educational workshops.
To learn more about the advisors currently working at Retirement Portfolio Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Warrenville, IL
| 17
|
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