Retirement Resources Investment Corporation manages investment portfolios and provides comprehensive financial planning services for individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's specific goals and risk tolerance. Retirement Resources Investment Corporation focuses on long-term investment strategies while actively monitoring accounts and rebalancing as needed. In addition to investment management, the firm offers comprehensive financial planning covering retirement, education savings, and personal savings, as well as retirement plan advisory services for businesses.
Fee Structure
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 are negotiable at the sole discretion of the firm. Total fees take into consideration aggregate assets under management with the firm.