Deane Retirement offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and retirement plans. They manage investments with a balanced approach using stocks, bonds, and cash. They may also use inverse ETFs to cushion portfolio declines. Financial planning and consulting services are offered as part of the advisory engagement. Clients can impose reasonable restrictions on their services.
Fee Structure
Deane Retirement manages investments for a fee based on the value of your accounts. The annual fee ranges from 0.50% to 1.25% depending on the size of your portfolio. There is a minimum quarterly fee of $3,125, which may result in a higher percentage fee for smaller accounts. Accounts under $100,000 are billed separately at 1.00% annually. For 401(k) accounts without a brokerage window, the annual fee is 0.20%.
