Hauser Retirement Solutions 2, LLC (HRS) offers investment advisory and consulting services to retirement plans such as 401(k)s, 403(b)s, and profit-sharing plans. HRS assists plan sponsors and trustees in meeting their responsibilities under federal retirement plan rules. Services range from developing investment policies to providing participant communication. HRS can act as an advisor making recommendations or as an investment manager with discretionary authority.
Fee Structure
Hauser Retirement Solutions 2, LLC (HRS) provides investment management services for retirement plans. The annual fee ranges from 0.15% to 1.00% of the plan's assets, depending on the services chosen. There is a $7,500 minimum annual fee. Fees may be negotiable based on the plan's specific situation and asset levels. HRS may also negotiate a separate hourly or per-project rate for certain plan-related project work, ranging from $75.00 to $100.00 per hour.