Retirement Planology offers investment advisory services and retirement plan consulting to employers sponsoring retirement plans. They assist plan fiduciaries in meeting their obligations by creating investment policy statements, modeling asset allocations, screening investment managers, and monitoring investment options. They also provide general fiduciary assistance, plan consulting, benchmarking, service vendor selection, and employee education. Retirement Planology also offers exit planning services for business owners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.55% |
Asset based fees range from 0.05% to 0.55% depending upon the size of the retirement plan client, the amount of services required and time estimated to be required. All clients are subject to a minimum annual fee of $3,500.