Retirement Money Management offers lifestyle counseling, investment management, and financial planning to clients. They assess financial needs, objectives, and risk tolerance to create an investment policy statement. Services include lifestyle counseling with or without investment management, and investment management only. They use mutual funds, ETFs, equities, and fixed income securities. The firm also sponsors educational seminars.
Assets Under Management$42M
Clients87
Advisors1
Avg. per Client$480K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.95% |
| $750K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.45% |
| $2M+ | 1.05% |
Fees are negotiable and may be lower if the client was referred by an Investment Professional.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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