The Retirement Solutions Group
Firm details
- Headquarters
- ,
- CRD number
- 299396
- Website
- www.hatherleycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals71.09%
- HNWI28.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Retirement Solutions Group is an independent, individually owned RIA that focuses on advising individuals, families and small businesses. Its advisory offering centers on financial planning and discretionary portfolio management, and the firm also operates as an insurance broker. Clients are charged through a mix of asset-based fees, hourly consulting rates and fixed-fee arrangements. The firm’s profile indicates it does not position itself as an allocator to external fund managers broadly; instead it appears to implement client portfolios directly through public funds and selected alternative vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents23%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Jacqueline Benjamin Hatherley
Chief Operations OfficerCRD 4418923
Contacts
2 of 2
Ritu Jain
Associate AdvisorCRD 7789438
Andrew Hatherley
FounderCRD 2481858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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