Retegy LLC offers investment management services, where they manage your investments based on your goals and risk tolerance. They also provide financial consulting and planning, covering areas like retirement, taxes, insurance, and estate planning. Retegy uses sub-advisors to manage portions of client assets. Seminars and workshops are also offered to educate the public.
Assets Under Management$7.3M
Clients7
Advisors1
Avg. per Client$1M
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Client may combine multiple household accounts to receive lower tiered scheduled fee. The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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