Lasting Mark Retirement Group offers ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Lasting Mark Retirement Group builds a personalized investment strategy using modern portfolio theory, focusing on long-term investing through mutual funds, exchange-traded funds, fixed income securities, and equities. Clients receive both portfolio management and financial planning bundled into a single annual fee based on their total household assets under management. Lasting Mark Retirement Group specializes in helping individuals who are in or near retirement navigate retirement income strategies, investment risk management, proactive tax planning, healthcare and long-term care solutions, and estate planning. The firm also offers services to direct clients to third-party investment advisors when appropriate.
Fee Structure
Lasting Mark Retirement Group bundles portfolio management and financial planning together into a single annual fee based on the total value of your household accounts. The fee structure depends on the size of your portfolio across five service tiers:
- Emerald — $500 per year for portfolios under $100,000
- Advance — $1,500 per year for portfolios between $100,000 and $300,000
- Elite — $3,000 per year for portfolios between $300,001 and $500,000
- Impact — $5,000 per year for portfolios between $500,001 and $1,500,000
- Legacy — $7,500 to $15,000 per year for portfolios over $1,500,000
These fees are paid quarterly in arrears. There is no minimum account size required to work with the firm.