Retirement Evolutions Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, and ETFs. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients can place restrictions on investments based on their values.
Assets Under Management$68M
Clients232
Advisors2
Avg. per Client$290K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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