Retire Right Wealth Management offers both discretionary and non-discretionary asset management services to clients. They work with clients to determine their investment goals, time horizons, and risk tolerance, and then create investment strategies based on those factors. They also offer discretionary management services through Orion Portfolio Solutions. Clients can impose restrictions on investments.
Assets Under Management$49M
Clients234
Advisors1
Avg. per Client$210K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...