Retirement Income Strategies Inc.
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 320737
- Website
- www.lifeandlegacy360.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.02%
- Individuals26.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Income Strategies Inc. is a small, privately owned advisory firm serving individuals and families with portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not position itself as a capital allocator to external managers. It identifies an affiliation with an insurance company and is not an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Alan Neese
Financial AdvisorCRD 2146103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4500 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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