Retirement Matters, INC.
Assets Under Management
$20.0M
Number of Clients
21
Number of Advisors
1
Average Client AUM
$952K
AUM per Advisor
$20.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Retirement Matters, Inc. manages individually tailored investment portfolios and provides financial planning services on retirement, risk management, college savings, cash flow and debt management, work benefits, and estate planning. Wealth Management services are offered to clients with $1,500,000 or more in investable assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee Estimator
Wealth Management clients pay an annual fee of 1% on assets up to $3,000,000 and 0.5% on assets above $3,000,000. There is a minimum annual fee of $15,000. For clients whose investments are NOT managed, the fee is 0.65% of net worth, with a $15,000 minimum. A one-time comprehensive financial plan costs $5,000, with a 50% deposit due at the start.
Areas of Practice
Location
777 N. Lake Zurich Rd, Suite 125D, Barrington, IL, 60010