Retirement Solutions offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Retirement Solutions creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. The firm also provides financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$28M
Clients26
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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