Advanced Retirement Solutions offers investment management services, including both discretionary and non-discretionary options. They also provide financial planning and consulting services, covering areas like retirement, tax, insurance, and estate planning. Clients can impose restrictions on their investments with the firm's consent. The firm does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000. Lower fees may be charged if client has non-ARS accounts with ARS Advisors, such as fixed annuities and life insurance. Accounts within the same household may be combined for a reduced fee. Also, if a client is using the account to park cash for an extended period of time and does not intend for ARS to manage the account during this time, no fees shall be deducted.