Sima Retirement Solutions, LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

6

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

SIMA Retirement Solutions offers educational, consulting, review, and support services to qualified retirement, profit sharing, cash balance, and 401(k) plans. Services include investment policy statement review/preparation, investment vehicle review/selection, and investment performance monitoring. They also provide employee communications, education, and enrollment assistance.

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $300/hr
Areas of Practice
Retirement Planning
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Location

720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235

6 Advisors at this firm