Retirement Solutions offers investment management and financial consulting services. For investment management, they work with clients to determine their goals, risk tolerance, and time horizon, then create a tailored investment strategy. Financial consulting services cover topics like wills, income planning, estate planning, investments, taxes, and insurance. Clients are not obligated to act on any recommendations.
Assets Under Management$15M
Clients100
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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