Retirement Wealth Management is a registered investment advisor based in Peachtree Corners, Georgia, offering customized investment management, financial planning, and pension consulting services. Founded in 2007, Retirement Wealth Management uses model asset allocation portfolios tailored to each client's goals and risk tolerance, partnering with independent third-party managers to handle day-to-day trading. The firm focuses on long-term investment strategies rooted in modern portfolio theory, emphasizing asset allocation over market timing or stock picking. In addition to portfolio management, Retirement Wealth Management provides comprehensive financial plans covering budgeting, taxes, estate planning, education funding, insurance, and retirement. The firm also offers consulting services for retirement plans such as 401(k)s and profit-sharing plans. Associated professionals may act as insurance agents, allowing them to offer insurance products separately from advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees and account minimums are negotiable under certain circumstances. Family members and personal acquaintances may receive discounted rates.