Approach Retirement Advisors manages investments and provides financial planning advice. They offer wealth management services that include ongoing financial advice and investment management. They create customized investment portfolios based on your risk tolerance and financial goals. In limited circumstances, they may offer stand-alone management services or financial planning and consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Clients who have had prior relationships with the representatives of our firm and/or client(s) with unique circumstances, and/or client(s) gained from employing and/or affiliating with advisors, may be subject to different fee schedules and/or billing periods, both in arrears, in advance, hourly, monthly retainer, quarterly retainer and flat fee billing.
