RETIREMENT RESOURCES INVESTMENT CORPORATION

RIASEC RegisteredEst. 2005

Total AUM

$2.4B

Discretionary

$146M

6% of AUM

Avg account

$8.2M

Accounts

299

Employees

Advisory reps

Firm details

Headquarters: ANDOVER, Massachusetts
CRD number: 47723
Registered since: September 2, 2005
Website: retirewithmore.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans93.45%
HNWI5.37%
Individuals1.16%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Resources Investment Corporation is an independent registered investment adviser formed in 2005 and owned by an individual. The firm serves both individuals and families as well as institutional clients, operating as a capital allocator that combines portfolio management with financial planning. Its fee model includes percentage-of-assets and hourly billing. Stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.