Advanced Retirement Solutions manages investment portfolios and offers personalized financial planning for individuals, families, trusts, and businesses. Advanced Retirement Solutions helps clients navigate retirement planning, tax strategies, estate planning, education funding, and cash flow management. The firm builds customized investment portfolios using fundamental, technical, and cyclical analysis, and provides ongoing monitoring and quarterly portfolio rebalancing. Advanced Retirement Solutions operates as a fee-based registered investment advisor, meaning they charge fees based on the size of your portfolio or for specific planning projects rather than earning commissions on the sale of investments. Led by Jason Redditt, the firm emphasizes a personalized approach where clients can choose between discretionary management—where the firm makes trades on your behalf—or non-discretionary management, where they consult you before making any changes. Advanced Retirement Solutions does not have an account minimum, making their services accessible to clients at various wealth stages.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000. Lower fees may apply if clients hold non-advisory accounts such as fixed annuities and life insurance with affiliated businesses, or if household accounts are combined.