From there, the firm will determine what combination of asset classes would be most appropriate to help them reach their goals. Retirement Income Solutions begins every client relationship by discussing their risk profile, time horizon, cash flow needs, personal investment philosophy, asset allocation preferences and tax considerations. Retirement Income Solutions Investment Philosophy Financial planning fees can come in the form of either a $600 to $1,200 fixed fee or a $50 to $150 hourly fee. Chapell.įor asset management clients, the firm will typically charge a percentage of your AUM between 0.6% and 1%. Today, the firm is owned by a combination of four managing partners: Brock E. Retirement Income Solutions originally opened in 1992 under the leadership of K. New clients of the firm are required to have at least $500,000 in investable assets. On occasion, the firm may also select independent money managers for its clients. The firm provides fee-only asset management, financial planning and retirement plan consulting. The vast majority of the firm’s clients are individuals with and without a high net worth, but it also manages accounts for pension plans, charitable organizations and corporations. The qualifying firms were then ranked according to the following criteria:Įstablished in 1992, Retirement Income Solutions is a large wealth advisory firm. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record.

To find the top financial advisors in Ann Arbor, we first identified all firms registered with the SEC in the city. Minimum AssetsNo minimum account requirement Income tax planning and return preparation.

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