Safe Money Solutions, LLC provides retirement plan consulting services, including education for plan committees and participants, plan search support, and review of fiduciary liability insurance. They also recommend solicitor services for employer-based savings programs. While they no longer offer portfolio management services to new clients, they still have existing clients using this service.
Assets Under Management$72M
Clients6
Advisors1
Avg. per Client$12M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Cash balances and investments in money market funds are not counted toward the account value when calculating the management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...