Retirement Fund Management (RFM) primarily offers retirement plan consulting services to businesses and institutions. RFM also provides investment management for individual retirement accounts (IRAs) for a limited number of clients connected to their institutional clients. For individuals, RFM develops a financial outline and investment plan based on the client's goals and risk tolerance, then manages the portfolio on a discretionary basis.
Assets Under Management$710M
Clients10
Advisors1
Avg. per Client$71M
Avg. per Advisor$710M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
RFM provides investment management advice to a limited number of individuals with IRA portfolios. Fees for individuals are negotiated and can be charged as a percentage of the managed assets, or on an hourly or fixed fee basis.
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