Retirement Advice LLC offers investment management and financial planning services to individuals, high-net-worth individuals, and retirement plans. The firm creates personalized investment plans and manages portfolios based on client goals and risk tolerance. Financial planning covers areas like retirement, taxes, estate, education, and business planning. Retirement Advice LLC is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$14M
Clients51
Advisors1
Avg. per Client$280K
Avg. per Advisor$14M
www.linkedin.com/in/markpwhitaker ·www.youtube.com/@earlyretirementadvisor/featured ·www.earlyretirementadvice.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual advisory fee is paid quarterly in advance based on the average daily balance of the client’s account(s). In the event Altruist is used as a custodian, the advisory fee will be billed in advance based on the end-of-quarter account balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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