LASTING MARK RETIREMENT GROUP LLC

Overview

Lasting Mark Retirement Group LLC operates as an independent registered investment adviser organized as an LLC, focused on serving individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and runs educational seminars and workshops. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and its offerings do not include pension consulting services. It also lists an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives