Filice Retirement Services (operating as Jensen Financial Services, Inc.) offers consulting and investment advice for qualified retirement plans. Services include plan design consultation, vendor benchmarking, investment monitoring, employee communication, and education. Fees are based on plan assets or a flat fee, and are negotiable.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Filice Retirement Services provides investment advice to retirement plans, and fees are based on the value of the plan's assets. The fees are negotiable and may vary based on the services provided, the duration, and the size of the client.
- First $2,000,000: Minimum of $3,000, not to exceed 1% after the minimum is met.
- Next $3,000,000: Not to exceed 0.5%
- Next $10,000,000: Not to exceed 0.25%
- Over $15,000,000: Varies by services offered
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