Individuals and Families

At Rembert Pendleton Jackson our mission is to help individuals and families, foundations, and institutions realize their financial goals.  We are a fee-only Independent Registered Investment Advisor.  As fiduciaries, we have a legal and ethical responsibility to put our clients' interests first.  Our services include:

    Financial Plan and Asset Management

        Fees vary depending on complexity or scale and will not exceed 1% of Assets Under Management

    • Financial goal setting
    • General personal financial topics
    • Risk management planning (we do not sell insurance products)
    • Cash flow planning
    • Education planning
    • Retirement planning
    • Estate planning (we do not prepare estate documents)
    • Investment overview
    • Financial Planning services as outlined above included
    • Ongoing goal, life event, and wealth transition planning and tracking
    • Investment Plan based on goals, risk tolerance, and time horizon
    • Personalized Quarterly Performance Reports
    • Access to institutional mutual fund share classes and the CollegeAmerica Virginia 529
    • Ongoing monitoring of investments in client portfolios
    • RPJ Investment Committee meets quarterly to research investments and monitor vetted investments
    • Access to RPJ360 (a secure vault and aggregator with net worth and cash flow tracking)
    • Access to custodians with no account minimums and low transaction fees
    • Account setup and maintenance, including consolidation and organization of assets
    • Track and complete required retirement accounts distributions
    • Manage tax efficiency and withdrawals in portfolios
    • Charitable gift planning and giving, including help with establishing and managing Donor Advised Funds
    • Monitor tax and law changes
    • Estate and trust funding (assist with re-titling of assets)
    • Direct access to RPJ team of CFP® professionals on demand (in-person, phone, video)
    • Notaries on staff
    • Referral network (estate attorneys, CPAs, insurance brokers, lenders)

    Financial Plan Only

         Fees range from $3,000 to $15,000 (pending complexity)

    • Financial goal setting
    • General personal financial topics
    • Risk management planning (we do not sell insurance products)
    • Cash flow planning
    • Education planning
    • Retirement planning
    • Estate planning (we do not prepare estate documents)
    • Investment overview

    Business Consulting Services

         Fees range from $5,000 to $15,000 (pending complexity)

    Typical business owners have the majority of their personal wealth tied up within their business.  We work with your other service providers, such as attorneys and accountants, to help keep you focused on your business so that your financial objectives are met.

    Our business consulting services include:

    • Analyzing corporate cash flow
    • Locating sources of financing
    • Establishing workplace retirement plans
    • Developing an exit strategy

     

    For 401(k) plan services, click here.