Retirement Resource Wealth Management provides investment advice and financial planning services to individuals, families, and businesses. Services include asset management through Orion Portfolio Solutions and Gradient Investments, ERISA plan services for retirement plans, and financial planning covering various aspects like retirement, insurance, and estate planning. Retirement Resource also refers clients to third-party managers.
Fee Structure
Retirement Resource offers investment management through Orion Portfolio Solutions and Gradient Investments.
Orion Portfolio Solutions:
- Charges 1% annually of the assets managed. This fee is negotiable.
Gradient Investments:
- Strategic, Tactical, Allocation & Defined Outcome Portfolios: 1.60% annually.
- Preservation Portfolios: 1.00% annually.
- Private Wealth Portfolios: 1.50% annually.
Retirement Resource receives a portion of these fees. Fees are assessed quarterly in arrears. There is also a $15 quarterly service fee for technology and reporting.