Retirement Management Systems (RMS) provides investment advice and financial planning. RMS offers Savings Plan Management for individuals in 401(k)s and similar plans, Portfolio Management outside of retirement plans, and Financial Planning services. RMS's services are available directly to individuals or through relationships with other advisors. RMS also provides consulting services to plan sponsors.
Assets Under Management$1.9B
Clients3,032
Advisors4
Avg. per Client$620K
Avg. per Advisor$470M
Fee Structure
RMS offers two investment management services:
- Savings Plan Management: RMS manages investments within your 401(k) or similar retirement plan. The fee is a flat dollar amount ($100-$2,500 per year) or a percentage of your account (0.10% to 0.85% per year). The exact fee is negotiated with your Investment Advisor Representative.
- Portfolio Management: RMS manages investment portfolios outside of retirement plans. The maximum annual fee is 2.50% of the value of your account, charged quarterly in advance.
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