PHD Retirement Consulting provides investment-related services to retirement plans and their sponsors. These services include both discretionary and non-discretionary management, as well as general investment advice. PHD also offers non-investment consulting services such as financial wellness and benefits consulting. Services are tailored to each client's needs, and all terms are detailed in a written agreement.
Fee Structure
PHD Retirement Consulting provides investment management services to retirement plans. The fee is either a flat fee or a percentage of the plan's assets, ranging from 0.05% to 0.50% annually. Fees are billed after services are provided, either quarterly or monthly. These fees do not include plan administrative costs, transaction costs, or mutual fund expenses.