Retirement Lifestyles Advisory Group (RLAG) offers investment management solutions and ongoing supervision of client investment accounts. RLAG focuses on retirement income planning and acts as a legally required to act in your best interest to all clients. RLAG works with clients to determine their financial needs, goals, and holdings. RLAG may collaborate with other professionals like accountants and attorneys with client consent.
Assets Under Management$56M
Clients195
Advisors1
Avg. per Client$290K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. For accounts held at Betterment, the fees are: First $0 - $1,000,000: 1.00% plus 0.25% to Betterment, Next $1,000,001 - $2,000,000: 0.80% plus 0.20% to Betterment, Over $2,000,000: 0.70% plus 0.175% to Betterment
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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