Bill Losey Retirement Solutions offers investment management and financial planning services. Investment management is provided through the SEI Asset Management Program. Financial planning covers areas like retirement, college, and debt planning. Seminars on investment topics are also offered. The firm primarily works with individuals and high-net-worth individuals.
Assets Under Management$40M
Clients54
Advisors1
Avg. per Client$730K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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