Third Act Retirement Planning provides personalized financial planning, portfolio management, estate planning consulting, and insurance services. Financial planning involves analyzing a client's financial situation and objectives to develop a plan. Portfolio management includes creating and monitoring investment portfolios based on a client's risk tolerance and goals. The firm also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$30M
Clients50
Advisors1
Avg. per Client$610K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Generally requires a minimum account size of $500,000, but this may be waived or lowered. Fee is based on investable assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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