Resolute Retirement Consulting manages investment portfolios for individuals using mutual funds and ETFs. Services include regular meetings, account advice, rebalancing, and tax-loss harvesting. They also provide limited financial planning services like cash flow projections and retirement planning at no additional cost. Resolute also offers pension consulting services to plan sponsors.
Assets Under Management$81M
Clients16
Advisors1
Avg. per Client$5.1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable at the sole discretion of Resolute.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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