Professional Retirement Strategies provides investment management services to individuals. They also offer services to employer-sponsored retirement plans, acting as either a limited scope advisor or a full discretionary manager. They hold seminars and workshops to educate the public on investments. Investment strategies are tailored to each client's goals, and clients can impose restrictions on investments.
Assets Under Management$33M
Clients162
Advisors2
Avg. per Client$200K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.5M | 1.25% |
| $3.5M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee unless the client requests otherwise.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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