Retire Smart Consulting provides investment advisory services and financial planning to individuals, pension and profit sharing plans, businesses, trusts, and charitable organizations. They create customized investment policy statements and offer discretionary or non-discretionary investment management. They also offer financial planning and consulting services on a fixed fee or hourly basis.
Assets Under Management$52M
Clients17
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.15% |
| $40M+ | 0.10% |
For accounts less than $1,000,000, the annual fee is 1.00% or a minimum quarterly fee of $2,000. The firm generally requires a minimum annual fee of $10,000, but this may be reduced at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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