Retirement Fund Management, LLC primarily serves corporate and institutional clients by managing and consulting on retirement plans like 401(k)s. The firm evaluates and selects fund options, builds customized investment policy statements, and conducts participant education. In addition to its institutional work, Retirement Fund Management manages portfolios for a very limited number of individual clients with individual retirement accounts who have a connection to an existing corporate client. The firm uses a structured, eight-step evaluation process to select mutual funds, exchange-traded funds, collective trust funds, and individual fixed income securities. Mark Edward McCoy is the sole principal owner of the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $6.0M | 0.45% |
| $6.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fees are generally payable quarterly in arrears. Minimum annual fee is $20,000. Fees may be negotiated or exceptions made at the firm's discretion.