Retirement Fund Management

Assets Under Management

$692.5M

Number of Clients

10

Number of Advisors

1

Average Client AUM

$69.3M

AUM per Advisor

$692.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Retirement Fund Management, LLC (RFM) primarily offers retirement plan management/consulting to corporate/institutional clients. It also provides portfolio management services to individuals with IRA portfolios connected to existing corporate clients. RFM manages client portfolios on a discretionary basis, developing financial outlines and investment plans.

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement Planning
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Location

Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328-7106

1 Advisors at this firm