Adirondack Retirement Strategies (ARS) manages investment portfolios tailored to individual client needs. ARS also offers project-based financial planning services covering retirement, risk management, college savings, and debt management. For clients with $500,000 or more in assets under management, ongoing financial planning services are included at no additional fee. ARS also assists with the initial setup and investment management of Solo 401k Plans and Health Savings Accounts for an additional fee.
Assets Under Management$19M
Clients105
Advisors1
Avg. per Client$180K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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