Retirable
Assets Under Management
$130.6M
Number of Clients
1,396
Number of Advisors
12
Average Client AUM
$94K
AUM per Advisor
$10.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Retirable offers financial planning and investment advisory services, primarily to clients who are retired or approaching retirement. They create financial plans and provide access to advisors. Investment advisory is provided through an online platform using ETF portfolios.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee capped at $5,000 per year.
Fee Estimator
Retirable charges an investment advisory fee of 1.00% per year, billed monthly based on the average daily balance of your account, capped at $5,000 annually. Existing clients may pay different fees based on their original agreement. Clients may also select Altruist model portfolios which charge between 0% and 0.12% per year. Clients who elect to receive general financial planning advice pay an annual subscription fee of $500 per year, which is pro-rated if they later opt into an investment portfolio.
Areas of Practice
Location
41 E 11th Street, 11th Floor, New York, NY, 10003