CAtrs Teachers Retirement Services LLC offers financial planning covering investments, life insurance, taxes, retirement, college, and debt. They also provide ongoing financial consulting for investment and financial planning, including annual or quarterly reviews. The firm primarily advises on mutual funds and insurance products like annuities, but may use other securities for diversification. CAtrs LLC tailors programs to individual client needs and may use model allocations.
Fee Structure
CAtrs LLC offers ongoing financial consulting services for $420 per year, paid monthly. Alternatively, clients can pay up to $150 per hour for ongoing consulting, also paid monthly. These fees are negotiable. These services include investment and financial planning, annual or quarterly reviews, portfolio rebalancing, and tax loss harvesting.
CAtrs LLC offers financial planning services for a fixed fee between $125 and $150. Clients may terminate the agreement within five business days for a full refund.