S Squared Retirement Solutions offers financial planning, investment management, and recommendations for third-party investment advisors. They work with clients to determine their financial goals and risk tolerance, then create a financial plan. Clients can choose discretionary investment management or be matched with a third-party advisor based on their needs. S Squared monitors client accounts and acts as the primary financial advisor.
Assets Under Management$60M
Clients60
Advisors2
Avg. per Client$1M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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