Ntact Retirement Solutions offers investment management and financial planning services. Investment management includes ongoing monitoring and review of client portfolios. Financial planning covers cash management, risk management, education funding, retirement planning, estate planning, business planning, and tax savings strategies. Ntact also offers educational seminars and workshops.
Assets Under Management$25M
Clients65
Advisors1
Avg. per Client$390K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K+ | 0.50% |
Fees may be negotiable. Minimum quarterly fee is $25. Maximum annual fee is $8,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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