The Retirement Solutions Group offers investment management and financial planning services to individuals and families. The firm builds customized investment portfolios using fundamental and technical analysis, operating on either a discretionary basis (making trades without asking first) or a non-discretionary basis (asking for approval before every trade). In addition to portfolio management, The Retirement Solutions Group provides one-time financial planning, ongoing financial planning, and targeted financial consulting on specific topics such as retirement strategies, tax reduction, and estate preservation. The firm does not require a minimum investment to open an account.
Fee Structure
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% |
Fees are billed quarterly in arrears and may be negotiable based on historical relationships, asset types, and account size.