RP Zeigler Investment Services

RIAState Registered

Total AUM

$64.7M

Discretionary

$64.7M

100% of AUM

Avg account

$225K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: Peoria, Illinois
CRD number: 297925
Website: www.rpzeigler.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.63%
Individuals44.37%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RP Zeigler Investment Services is a small, independent advisory firm organized as a corporation and registered at the state level in Illinois. The firm focuses on individual and family clients and combines portfolio management with financial planning and educational workshops. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The adviser does not position itself as a capital allocator to third-party managers and is not active on ESG mandates. Its service set is oriented to direct client relationships rather than institutional or pension consulting work.