Retirement Collaborative LLC

Overview

Retirement Collaborative LLC is an independent registered investment advisor structured as a limited liability company that serves mainly individual and family clients. The firm offers a mix of financial planning and portfolio management services for individuals, small businesses, larger business or institutional clients, and provides pension consulting. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee arrangements. The advisor does not position itself as a capital allocator running proprietary funds; instead, it accesses third-party managers for alternative exposures. Retirement Collaborative is not a multi-state adviser, does not identify as an active ESG investor, and is not newly formed. The firm lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives