Retirement Researcher, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Retirement Researcher, LLC provides online courses and workshops on investment strategies and retirement planning. It also offers a subscription-based Membership Academy with access to online communities, archived webinars, discounts on financial planning services through affiliates, and interactive calculators. In limited instances, the firm may provide limited consulting services that are general in nature. The firm also acts as a solicitor, recommending other investment advisory firms.
Fee Structure
The firm offers online courses and workshops, with fees typically not exceeding $5,000 per course. The Membership Academy has annual subscription fees starting at $899 per year or $99 per month. Limited consulting services are billed hourly, ranging from $200 to $1,000 per hour. The firm also receives recurring fees from affiliated and unaffiliated investment advisory firms for client referrals, but these fees do not result in additional charges to the client.
Areas of Practice
Location
1900 Gallows Road, Suite 350, Tysons, VA, 22182