Action Point Retirement Group manages investment portfolios and provides retirement advisory services for individuals, businesses, and institutional retirement plans. Action Point Retirement Group builds personalized asset allocations using individual stocks, exchange-traded funds, mutual funds, and fixed-income investments. Aaron Wassenaar owns and operates the firm, utilizing fundamental and technical analysis alongside tactical asset allocation strategies. Action Point Retirement Group focuses heavily on retirement planning and helping clients balance risk and return based on their personal goals, risk tolerance, and time horizon. The firm also offers corporate employee education services including seminars and webinars on retirement topics.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated quarterly in arrears at an annualized rate of 1%. Fees are negotiable based on account size or household account aggregation.