Retirement Resources offers investment management and financial planning services, with a strong focus on retirement income planning. Founded in 2010 and based in Auburn Hills, Michigan, the firm helps clients set long-term financial goals through asset allocation, risk management, tax planning considerations, and investment strategies. Retirement Resources manages portfolios on a discretionary or non-discretionary basis using individual securities, exchange-traded funds, mutual funds, and other products. For clients who also hire Retirement Resources for ongoing asset management, financial planning and consultation services are included at no additional charge. For individuals who only want financial planning without portfolio management, the firm offers comprehensive or modular plans, as well as hourly consultations. The firm emphasizes custom portfolio design tailored to individual risk tolerance and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.00% annually, but fees are negotiable based on account size, representative, and complexity. Sub-advisors may charge an additional 0.10% to 1.00%.