Associated Retirement Planners offers investment management and financial planning services. Clients work with Associated Retirement Planners to build personalized portfolios, plan for retirement, evaluate insurance needs, and analyze tax implications. The firm helps individuals accumulate wealth for retirement and manage distributions afterward. Associated Retirement Planners tailors its recommendations to each client's specific financial situation, risk tolerance, and goals, working alongside outside money managers and custodians to execute trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 2.00% |
| $500K+ | 1.00% |
There is a standard account minimum of $100,000 and a minimum annual fee of $1,000, which may increase the effective percentage rate on smaller portfolios up to a maximum of 2.0% per year. Fees are negotiable.