Managed

Our full-service registered investment advisory firm can manage all the details for you.

  • We input your information
  • You control the process and set the details; we manage your plan and investments
  • Work directly with a licensed advisor to create your withdrawal strategy and retirement income plan
  • We send your paycheck every month
  • Use our software to monitor your plan - and make changes with a phone call
  • Asset-based pricing based on your total household portfolio value:

 

Up to $1,000,000 1.00%
Next $1,000,001 to $3,000,000 0.75%
Over $3,000,000 0.50%

 NOTE: This service requires your asset custodian to be Schwab, Pershing or Fidelity. Our financial professionals can assist you in transferring your assets to one of these custodians.  For additional information about this service, call us at 866-762-7526, ext 2.

Purchase Details

$250.00

Full Purchase Price:
Initial setup charge $0.00
Total billed today
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