Retirable offers financial planning and investment management, primarily for those retired or nearing retirement. Retirable helps clients navigate retirement through financial plans and advisor access. Investment advice is delivered via an online platform through Altruist LLC, focusing on diversified, long-term exchange-traded fund portfolios. Clients must maintain a brokerage account at Altruist Financial.
Assets Under Management$130M
Clients1,396
Advisors13
Avg. per Client$94K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is capped at $10,000 per year. Clients may also select Altruist model portfolios which charge between 0% and 0.12% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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