Hive Retirement Planning offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Investment management is offered to clients who have completed a financial planning engagement. Hive does not participate in wrap fee programs.
Assets Under Management$3M
Clients4
Advisors1
Avg. per Client$760K
Avg. per Advisor$3M
www.hiveretirement.com ·www.linkedin.com/in/tom-mullarkey-cfp®-ricp®-48... ·www.youtube.com/@hiveretirement
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees above $10,000,000 are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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