Ryan Shumaker

Retirement Portfolios, LLC manages investment accounts for a fee based on a percentage of the assets. The fee varies depending on where the account is held: Goldman Sachs Advisor Solutions, Security Benefit, or Altruist.

For accounts at Goldman Sachs Advisor Solutions:

• First $1 million: 1.5% per year
• $1 million - $2 million: 1.25% per year
• Over $2 million: 1% per year

For accounts at Security Benefit: 1% per year

For accounts at Altruist:

• First $1 million: 1.6% per year
• $1 million - $2 million: 1.35% per year
• Over $2 million: 1% per year

These fees do not include brokerage and custodial fees charged separately by the custodians.