Retirement and Investment Solutions, LLC provides investment advice and financial planning to individuals, high net worth individuals, and retirement plans. Services include asset management (both discretionary and non-discretionary), financial planning (retirement, social security, investment income, and budget), and ERISA plan services. The firm also works with a co-advisor, Gradient Investments, LLC, to manage client portfolios.
Assets Under Management$5.8M
Clients12
Advisors1
Avg. per Client$480K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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