The Retirement Solutions Group offers both discretionary and non-discretionary asset management services, creating investment strategies based on individual client goals and risk tolerance. They also provide one-time financial planning, financial consulting on specific topics, and ongoing financial planning services that include portfolio monitoring, access to educational resources, and regular check-in meetings.
Assets Under Management$35M
Clients75
Advisors2
Avg. per Client$470K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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