Ideal Retirement Solutions provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and construct a plan to select a suitable portfolio. Ideal Retirement Solutions also offers a fee-based annuity program through Lincoln Financial Group, providing investment advisory services for annuity sub-accounts. Additionally, they offer estate planning coordination services through Wealth.com, a third-party platform.
Assets Under Management$120M
Clients311
Advisors4
Avg. per Client$400K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee-Based Annuity Program fee is 1.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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