Retirement Resources Wealth Management provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Retirement Resources Wealth Management is a fee-only firm and does not receive commissions.
Assets Under Management$45M
Clients120
Advisors1
Avg. per Client$380K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Minimum annual fee is $50 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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