Retirement Systems LLC provides investment management services to individuals, high net worth individuals, trusts, and estates. Retirement Systems also offers services to qualified retirement plans, including 401(k) plans, as a limited scope advisor. Investment strategies are tailored to client goals and objectives. Clients can impose restrictions on investments.
Assets Under Management$37M
Clients172
Advisors3
Avg. per Client$220K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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