Retirement Solutions Investments (RSI) provides investment management and financial planning services to individuals, high net worth clients, estate plans, and trusts. RSI offers both discretionary and non-discretionary portfolio management, either directly or through outside managers. Financial planning services cover retirement, estate, risk management, employee benefits, tax, and education funding. RSI is a fee-based firm, but its Managing Member is associated with an affiliated insurance firm.
Assets Under Management$34M
Clients375
Advisors2
Avg. per Client$89K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.80% |
Fees are negotiable on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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