RetireMitten Financial offers investment management, where they manage portfolios for individuals, high-net-worth individuals, trusts, and corporations, primarily investing in stocks and ETFs. They also offer financial planning services, including one-time financial plans and project-based planning, covering areas like investment, retirement, insurance, tax, and education planning. The firm requires a minimum account size of $250,000 for investment management, but may accept smaller accounts at their discretion.
Assets Under Management$130M
Clients150
Advisors4
Avg. per Client$870K
Avg. per Advisor$33M
retiremitten.com ·www.facebook.com/retiremitten-financial-3776558... ·www.youtube.com/@retiremittenfinancial
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Financial planning fees will be offset for related advisory services attributed to Client assets under management. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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