KBR Retirement & Investment Solutions offers investment and financial planning services. KBR manages portfolios based on clients' objectives, using a strategic and tactical allocation strategy. They primarily use exchange-listed securities, over-the-counter securities, foreign equity securities, CDs, municipal bonds, variable annuities, mutual funds, U.S. government securities, and cash equivalents. KBR also provides retirement income planning and financial planning services, including advice on retirement goals, tax optimization, cash flow, and estate planning.
Fee Structure
KBR Retirement & Investment Solutions charges an annual management fee based on the value of your portfolio. The fee ranges from 0.25% to 1.55% per year, depending on the investment strategy and the size of your account. These fees may be negotiable. The fee is paid quarterly, either in arrears or in advance, and can be directly withdrawn from your account with your written authorization.