Retirement Income Strategies, LLC offers investment advisory services on a wrap and non-wrap basis, as well as financial planning and consulting services. They consider your financial situation, risk tolerance, and investment goals when providing advice. The firm manages assets in equities, bonds, mutual funds, and exchange-traded funds. Clients are encouraged to notify Retirement Income Strategies of any changes to their financial situation or investment objectives.
Assets Under Management$160M
Clients339
Advisors1
Avg. per Client$470K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.13% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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