Retire To Tellico (RTT) is a fee-only registered investment advisor offering financial planning and investment management. RTT starts all client relationships with an Initial Financial Planning Engagement. Clients can then choose Ongoing Financial Planning, or Wealth Management (for clients with $500,000+ in assets) which includes both financial planning and investment management. RTT also offers Hourly Financial Planning and Tax Preparation as separate services.
Fee Structure
RTT offers investment management as part of its Wealth Management Engagement for clients with $500,000 or more in assets. The annual fee is 1.25% of your portfolio, charged quarterly. The minimum annual fee for this service is $6,250. RTT may use outside managers, and the fee includes the outside manager's fee.
