Retirement Resources provides investment advice and wealth management services to individuals, high net worth individuals, trusts, estates, businesses, charities, and retirement plans. Services include creating investment strategies, managing assets, and financial planning. Retirement Resources builds portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$2.4B
Clients152
Advisors2
Avg. per Client$16M
Avg. per Advisor$1.2B
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. The client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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