Bill Losey Retirement Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,632,747
Total clients
54
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$733,940
Client services
Fee options
Financial planning flat fees range from $1,500 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 to $500 per hour with a one hour minimum for consulting
Account minimum: $250,000 (may be waived based on client needs and complexity) Fee-only: Fixed financial planning fees between $500 and $10,000; hourly consulting $250 to $500 per hour with one hour minimum; flat fee consulting $1,500 to $5,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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