IRA Manager
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.
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