Action Point Retirement Group offers portfolio management services to individuals and institutional retirement advisory services to retirement plans. For individuals, they review investment portfolios, analyze financial situations, and recommend appropriate investment portfolios. For retirement plans, they assist with investment selection, monitoring, plan evaluation, and vendor searches. They also provide corporate employee education services.
Assets Under Management$72M
Clients19
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account and/or if the client has multiple accounts within the household with Action Point Retirement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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