Retire Right Planning provides financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, tax issues, retirement, and education funding. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance, using bonds, stocks, and treasury bonds. Retire Right Planning emphasizes risk control and diversified investment options.
Assets Under Management$13M
Clients31
Advisors2
Avg. per Client$420K
Avg. per Advisor$6.6M
Fee Structure
Investment management only (planning not offered)
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% |
Retire Right Planning has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...