Retirement Matters, Inc. manages investment portfolios and offers financial planning services, including retirement planning, insurance review, college savings, and estate planning. For clients with $1,500,000 or more in investable assets, Retirement Matters offers Wealth Management services, which include ongoing financial planning, investment management, and tax review, preparation, and filing services.
Assets Under Management$25M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Minimum yearly payment of $15,000. Wealth Management requires a typical investable balance of $1,500,000 managed by Retirement Matters, Inc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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