Retirement Resources, LLC provides financial planning and asset management services to individuals. Financial planning includes investments, tax planning, asset allocation, risk management, and retirement planning. Asset management involves ongoing supervision of client accounts, monitoring, and making trades when necessary, based on the client's financial situation, objectives, and risk tolerance.
Assets Under Management$170M
Clients391
Advisors4
Avg. per Client$420K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee rate is negotiable based on various factors. Investment advisory fees will increase when sub-advisers are used to manage all or a portion of your account. Sub-advisers will charge a management fee ranging between 0.10% and 1.00% of the client’s assets under management which will be in addition to and separate from our fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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