Specialized Retirement Consultants LLC (SRC), operating as 401TK.com, provides investment advice and consulting. SRC offers portfolio management based on individual client goals and risk tolerance. SRC also provides pension consulting services to employee benefit plans. SRC offers financial planning covering investments, insurance, taxes, retirement, education, and debt. SRC generally limits its investment advice to mutual funds.
Assets Under Management$190M
Clients5
Advisors1
Avg. per Client$37M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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