Martha Allman is a registered investment advisor at Hauser Retirement Solutions 2 LLC, based in Cincinnati, OH, with 4 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 76 clients with $1.2B in assets under management.
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Fee Structure
Hauser Retirement Solutions 2, LLC (HRS) provides investment management services for retirement plans. The annual fee ranges from 0.15% to 1.00% of the plan's assets, depending on the services chosen. There is a $7,500 minimum annual fee. Fees may be negotiable based on the plan's specific situation and asset levels. HRS may also negotiate a separate hourly or per-project rate for certain plan-related project work, ranging from $75.00 to $100.00 per hour.
Location
5905 E. Galbraith Rd., Suite 9000, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hauser Retirement Solutions 2 LLC
Previous Registrations
Hauser Retirement Solutions, LLC
State Registrations2 states
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