Retirement Fund Management
Assets Under Management
$692.5M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$69.3M
AUM per Advisor
$692.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Retirement Fund Management, LLC (RFM) primarily offers retirement plan management/consulting services to corporate/institutional clients. It also provides portfolio management services to individuals with IRA portfolios connected to current RFM corporate clients. RFM develops financial outlines and investment plans for individual clients, managing their portfolios on a discretionary basis.
Fee Structure
RFM primarily serves corporate retirement plans, but also manages individual IRA portfolios for those connected to their corporate clients. Fees for individual clients are negotiated individually, and can be based on a percentage of managed assets, an hourly rate, or a fixed fee. The firm's minimum portfolio value is generally $5,000,000 and the minimum annual fee is $20,000, but these may be negotiable.
Areas of Practice
Location
Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328-7106