Inflection Retirement Services focuses on retirement plans subject to federal retirement plan rules. The firm provides consulting and fiduciary services for Pensions, 401(k)s and other qualified retirement plans. Services include investment consulting, advanced planning, and relationship management. They also coordinate employee benefits and participant education.
Assets Under Management$54M
Clients36
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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