Alaska Retirement offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. They may direct clients to third-party investment advisors. Alaska Retirement also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Additionally, they provide pension consulting services to pension or other employee benefit plans.
Assets Under Management$3M
Clients15
Advisors1
Avg. per Client$200K
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Alaska Retirement directs clients to Matson Money, Inc. as a third-party investment advisor. Alaska Retirement's fee is separate from the 0.50% expense ratio associated with the Matson Money mutual funds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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