Retirement Consultants, INC.
Assets Under Management
$27.1M
Number of Clients
95
Number of Advisors
2
Average Client AUM
$285K
AUM per Advisor
$13.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Retirement Consultants, Inc. offers tailored investment management to individuals, families, and related accounts. Services include retirement planning, financial consultations, and referrals to third-party advisors, including ERISA plans. They help clients clarify goals, assess risk, and implement disciplined strategies using stocks, bonds, ETFs, and mutual funds. In certain situations, they may also recommend that clients invest in non-traded REITs, Structured Products, and Business Development Companies.
Fee Structure
Financial planning fees range from $500 to $10,000, or $75 to $250 per hour, depending on complexity. Investment management fees vary between 0.75% and 1.75% annually, based on portfolio value and service scope. Retirement plan service fees range from 0.10% to 0.75% of plan assets, or hourly fees of $75 to $250. All fees are negotiable. A minimum investment amount of $250,000 in investable assets across all accounts in a household is generally required, but this amount may be negotiable.
Areas of Practice
Location
1846 E. Innovation Park Drive, Tucson, AZ, 85755