Retired Capital LLC

Fee-Only (% of Portfolio)

Retired Capital offers ongoing investment portfolio management based on your goals, time horizon, and risk tolerance. They create an investment policy statement outlining your financial situation. Retired Capital generally invests in mutual funds, fixed income, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements. Specific investment strategies depend on your individual investment policy statement. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.

Assets Under Management$6.9M
Clients117
Advisors1
Avg. per Client$59K
Avg. per Advisor$6.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

For qualified clients, Retired Capital charges 2.00% of assets under management along with a 10.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Retired Capital LLC | TrueAdvisor