Retire Right Planning manages individualized investment portfolios and offers financial planning services for individuals and high net worth clients. Retire Right Planning builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, Treasury securities, cash instruments, structured notes, and alternative investments, combining traditional value principles with tactical asset allocation and quantitative analysis. In addition to investment management, Retire Right Planning provides standalone financial plans, financial reviews, and hourly consulting on topics such as cash management, risk management, divorce or death of a family member, tax issues, retirement planning, and educational funding. The firm operates with no account minimums and has offices in Denver, Colorado.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are calculated and billed monthly in arrears based on average daily balance. Fees are negotiable.