401 k Engineers Inc. provides ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized Investment Policy Statement and handles asset allocation, investment strategy, asset selection, and regular portfolio monitoring. 401 k Engineers Inc. primarily invests in mutual funds, fixed income securities, real estate funds including real estate investment trusts, insurance products such as annuities, equities, exchange-traded funds, inflation-linked bonds, and commodities. In addition to individual portfolio management, the firm offers pension consulting services to employee benefit plans like 401(k) plans. 401 k Engineers Inc. has no account minimums and operates as a fee-only firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% for portfolio management services. Fees are generally negotiable.