RK Retirement Solutions offers investment management services to clients, determining investment goals, risk tolerance, and objectives. Investment strategies, selection, and asset allocation are based on these factors. RK Retirement may recommend Synergy Asset Management, LLC for some clients. The firm does not sell insurance but is affiliated with entities that do.
Assets Under Management$19M
Clients90
Advisors2
Avg. per Client$210K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. For clients using Synergy Asset Management, RK Retirement charges 1% and Synergy charges 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...