Forusall

Fee-Only (% of Portfolio)Fixed/Hourly

ForUsAll provides investment advice and retirement plan consulting services to employer-sponsored retirement plans, their sponsors, and participants. ForUsAll offers consulting and advisory services for retirement plans, assisting plan sponsors in meeting their obligations, including selecting investment options. ForUsAll also provides investment education to participants and investment advice directly to participants. ForUsAll does not directly manage investments for individual investors.

Assets Under Management$1.3B
Clients46,734
Advisors5
Avg. per Client$29K
Avg. per Advisor$270M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5 Advisors at this firm