Assets Under Management
$20.0M
Number of Clients
21
Number of Advisors
1
Average Client AUM
$952K
AUM per Advisor
$20.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Retirement Matters, Inc. manages individually tailored investment portfolios and provides financial planning services on retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Wealth Management services are offered to clients with $1,500,000 or more in investable assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Minimum annual fee of $15,000 for Wealth Management services.
777 N. Lake Zurich Rd, Suite 125D, Barrington, IL, 60010