Retire Secure Financial Planning provides financial planning and investment advisory services. They offer services such as cash flow and debt management, retirement planning, estate planning, tax planning, and insurance review. Retire Secure also provides investment management services, generally employing a passive investment strategy using index funds and exchange-traded funds. They act as a fiduciary, putting client interests first.
Assets Under Management$4.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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