C.R. Retirement Strategies LLC provides investment advice, manages portfolios, and offers retirement and financial planning to individuals and high-net-worth individuals. They use various analysis methods to align investments with client goals and risk tolerance, employing both passive and active management styles. The firm does not take custody of client assets and is compensated through asset-based fees, fixed fees, or hourly fees.
Assets Under Management$1.8M
Clients9
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
C.R. Retirement Strategies charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of services, the amount invested, and the overall relationship with the advisor. These fees are negotiable.
Loading...