Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
Get directionsArthur is the owner and an insurance agent for The Retiring Baby Boomer Group LLC since 2020, selling insurance products. He dedicates about a quarter of his time to this activity, with half of that time during trading hours.