401K Assist, LLC provides financial planning to assess your financial situation and goals, portfolio management to manage your investments, and recommendations of third-party investment advisors. Financial planning covers topics like net worth, cash flow, taxes, insurance, estate planning, and retirement. Portfolio management creates a portfolio based on your objectives and risk tolerance. They also offer retirement plan consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
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 | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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