Remotiv / Financial Soundings

Fixed/Hourly

Remotiv offers retirement-planning information, education, and asset-allocation investment advice in different formats, including investment education, investment advice, and managed accounts. Remotiv aims to make retirement-planning services accessible and affordable by improving a retirement plan's communications to participants. Remotiv's services include retirement readiness analysis, retiree planning services, a communication hub, savings coaches, translation services, and a savings mindset coach app.

Assets Under ManagementN/A
Clients101
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Remotiv offers a managed account service where they decide how to invest an individual's plan account. Remotiv does not have a set fee schedule; fees are negotiated for each agreement. Fees might be measured by the number of individuals, a percentage of assets under management or advice, fixed amounts, or relate to business measures.

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Location

2 Advisors at this firm