Retirement Wellness Group offers wealth management services for individuals, families, trusts, foundations, and business owners, alongside comprehensive consulting and advisory services for employer-sponsored retirement plans. For individual wealth management clients, Retirement Wellness Group builds custom portfolios, develops personalized asset allocation strategies, and provides ongoing monitoring and reviews. The firm also assists plan sponsors and participants with retirement plan consulting, non-discretionary investment advice, and discretionary investment management. Investment strategies utilize a disciplined selection process covering mutual funds, exchange-traded funds, individual stocks and bonds, and model portfolios designed around client risk tolerance and investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable and can be billed quarterly or monthly in advance or arrears.