Retirement Strategies, LTD provides investment advice and financial planning services to individuals, families, and retirement plans. Services include portfolio management, financial planning and consulting, employer savings plan monitoring, and employee benefit plan consulting. Retirement Strategies may recommend exchange traded funds, mutual funds, individual stocks or bonds, or other securities.
Assets Under Management$270M
Clients419
Advisors4
Avg. per Client$650K
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.70% |
| $750K - $1.2M | 0.60% |
| $1.3M - $2.2M | 0.50% |
| $2.3M+ | 0.40% |
Fees are negotiable. Clients whose assets were managed prior to July 2012 may have different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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