Retirement Maximizer acts as a solicitor, recommending third-party investment managers to clients. Retirement Maximizer does not manage client accounts or provide ongoing supervisory services. The firm's role is limited to selecting and recommending third-party managers. Clients work directly with the selected manager for investment decisions and account management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Retirement Maximizer does not directly manage investments. Instead, they connect you with third-party money managers. These managers charge between 1% and 1.8% of the value of your portfolio per year, depending on the services they provide. Retirement Maximizer receives 21-29% of the total fee charged by the third-party manager. These fees are subject to negotiation.
Loading...