Retirement Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$154,605,491
Total clients
364
0% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
182
Average account size
$424,740
Client services
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.375% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.125% Above $2,000,000+: 1.00%
Account minimum: $500,000 Minimum fee: Nominal fee on a quarterly basis for accounts that do not meet minimum asset thresholds Fee-only: Fee-only basis; no commissions charged directly by the firm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Retirement Income Strategies, LLC
7 East Main Street, Suite 6
Evansville WI 53536, United States
Number of offices
4
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