The Retirement Smith provides financial planning and consulting services, including retirement strategy, risk management, tax reduction, and estate preservation. The firm also refers clients to third-party investment managers (TPMs) and monitors their performance. Seminars and workshops are offered to educate the public on investments.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
- Financial Planning Services - Offered based on an hourly fee of $200 per hour, billed 50% in advance with the balance due upon plan delivery.
- Financial Planning Services - Offered based on a flat fee between $1,400 and $2,100, billed 50% in advance with the balance due upon plan delivery.
One-Time Plan:$1,400 - $2,100
Hourly Rate:$200/hr
Loading...