Retireright Consulting Group

Fee-Only (% of Portfolio)Fixed/Hourly

RetireRight Consulting Group offers investment and retirement plan consulting services to corporations, government entities, non-profit organizations, and individuals. RetireRight helps clients with investment management, financial planning, and selecting third-party portfolio managers. They focus on helping clients work toward financial security and delivering high-quality retirement programs.

Assets Under Management$660M
Clients396
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

RetireRight generally charges a percentage of your portfolio, but the specific rate isn't listed in the brochure. The fee depends on the scope and complexity of your account, the expertise required, and the time involved, but it won't exceed 2% annually. The fee is calculated based on the market value of your investments. There may be additional brokerage and transaction fees.

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Location

5 Advisors at this firm

Retireright Consulting Group | TrueAdvisor