Strategic Retirement Partners offers consulting services to retirement plans, assisting with plan design, administration, compliance, and investment options. They also provide investment advice to individuals, trusts, and retirement accounts, focusing on long-term investment outcomes through fundamental securities analysis and strategic asset allocation. Strategic Retirement Partners does not take custody of client funds.
Assets Under Management$4.6M
Clients7
Advisors1
Avg. per Client$660K
Avg. per Advisor$4.6M
www.strategicretirementllc.com ·www.linkedin.com/company/strategic-retirement-p... ·linkedin.com/in/brianrall
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. Minimum account size is $100,000, but may be waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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