Retirement Income Strategies Inc. offers ongoing asset management services to clients. This includes determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Retirement Income Strategies Inc. has discretionary authority to execute selected investment program transactions.
Assets Under Management$73M
Clients127
Advisors1
Avg. per Client$580K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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