Tidmore Retirement Planning Specialists offers services to qualified retirement plans, including custodian searches, fiduciary governance, and individualized investment advice to plan participants and IRA beneficiaries. They also provide fiduciary asset management to individual non-qualified accounts. Tidmore Retirement Planning Specialists will analyze your financial situation and tailor a portfolio with appropriate asset allocations and investment strategies.
Assets Under Management$95M
Clients140
Advisors2
Avg. per Client$680K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Clients with assets between $50,000 and $99,999.99 shall be charged our minimum annual fee of $1,000. Fees are negotiable at the discretion of the Adviser, depending on the size and complexity and type of account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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