Advanced Retirement Solutions, INC.
Assets Under Management
$3.9M
Number of Clients
41
Number of Advisors
1
Average Client AUM
$95K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advanced Retirement Solutions, Inc. provides investment management and financial planning services. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Clients can choose discretionary or non-discretionary asset management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable over $2,500,000.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed monthly in arrears. The annual fee may be negotiable, with lower fees for clients with other ARS accounts or combined household accounts. Financial planning services are offered on an hourly basis at $150 per hour or a flat fee between $250 and $2,500. There is no minimum account size required.
Areas of Practice
Location
4 Shackleford Plaza, Suite 203, Little Rock, AR, 72211