Retirement Income Solutions (RIS) offers investment advice and manages client portfolios. RIS uses active management strategies, including a seasonal strategy, and exercises authority to make trades. RIS also offers asset monitoring and review services for retirement accounts. RIS may refer clients to third-party advisors. RIS provides financial planning services on a one-time basis to address specific client needs.
Assets Under Management$2.7B
Clients1,268
Advisors16
Avg. per Client$2.1M
Avg. per Advisor$170M
www.linkedin.com/company/retirement-income-solu... ·www.facebook.com/retirementincomesolutionsinc ·www.risadvisory.com
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by RIS and the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
