IRA MANAGER

Individual Retirement Account

Innovative IRA program that helps clients to achieve a successful retirement by establishing goals and managing investments.  Service levels and deliverables are based on account value. 

Account Starter

Aggregate Account Value

  • $2,500 - $50,000
  • Advisor Fees:
  • $50/month

Service Calendar

  • Annual Investment Review
  • Video Check-In Call
  • Goal Planning
  • Emergency Fund Analysis
  • Ongoing Communications

Account Builder

Aggregate Account Value

  • $50,000 - $100,000
  • Advisor Fees:
  • 1% of account value

Service Calendar

  • Annual Investment Review
  • Video Check-In Call
  • Goal Planning
  • Emergency Fund Analysis
  • Ongoing Communications

Account Manager

Aggregate Account Value

  • $100,000 - $250,000
  • Advisor Fees:
  • 1% of account value

Service Calendar

  • Annual Investment Review
  • Annual Retirement Check-Up
  • Video Check-In Call
  • Goal Planning
  • Emergency Fund Analysis
  • Ongoing Communications

Wealth Builder

Aggregate Account Value

  • $250,000 - $500,000
  • Advisor Fees:
  • First $250,000 - 1% of account value
  • Next $250,000 - 0.75% of account value

Service Calendar

  • Annual Investment Review
  • Annual Retirement Check-Up
  • Needs Analysis (1 Topic)
  • Video Check-In Call
  • Goal Planning
  • Emergency Fund Analysis
  • Ongoing Communications

Wealth Manager

Aggregate Account Value

  • $500,000 +
  • Advisor Fees:
  • First $250,000 - 1% of account value
  • Next $250,000 - 0.75% of account value
  • Next $250,000 - 0.50% of account value
  • Thereafter - 0.25% of account value

Service Calendar

  • Annual Investment Review
  • Annual Retirement Check-Up
  • Needs Analysis (1st Topic)
  • Needs Analysis (2nd Topic)
  • Goal Planning
  • Emergency Fund Analysis
  • Ongoing Communications

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

robert@acornretire.com |  814-360-3295