RetireSharp Wealth Management provides financial planning and investment management services to individuals and high net worth individuals. Financial planning covers areas like net worth, cash flow, tax, insurance, retirement, and 401k reviews. Investment management involves creating and managing portfolios based on client goals and risk tolerance, potentially using model portfolios from Altruist LLC or sub-advisers.
Fee Structure
RetireSharp Wealth Management charges a percentage of your portfolio annually. The exact percentage is negotiable based on the size of your account and the work involved. The fee is calculated monthly based on the value of your account at the end of each month.
For accounts using Altruist LLC's Model Marketplace, the fee is up to 1.50% or $5,000 annually, also negotiable. This is separate from Altruist's fees, which range from 0% to 1.00%.
If a sub-adviser is used, their fee is separate, with a maximum of 0.95%.