Lasting Mark Retirement Group (LMRG) provides ongoing portfolio management and financial planning services tailored to each client's goals, objectives, time horizon, and risk tolerance. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. LMRG may also direct clients to third-party investment advisors.
Assets Under Management$33M
Clients222
Advisors7
Avg. per Client$150K
Avg. per Advisor$4.7M
www.linkedin.com/company/impact-legacy-retireme... ·www.linkedin.com/in/patricktschmidt ·lastingmarkretirement.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Lasting Mark Retirement Group provides both portfolio management and financial planning services for one fixed annual fee, which is based on the total value of all household accounts managed by the firm. The annual fee ranges from $500 to $15,000, depending on the level of service and the amount of assets managed.
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