Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee capped at $5,000 per year.
Fee Estimator
Retirable charges an investment advisory fee of 1.00% per year, billed monthly based on the average daily balance of your account, capped at $5,000 annually. Existing clients may pay different fees based on their original agreement. Clients may also select Altruist model portfolios which charge between 0% and 0.12% per year. Clients who elect to receive general financial planning advice pay an annual subscription fee of $500 per year, which is pro-rated if they later opt into an investment portfolio.
Areas of Practice
Advisor Information
Office location
Albrightsville, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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