YOUR RETIREMENT COACH
Marietta, Georgia
4.8
24 Reviews
Your Retirement Coach, a prominent local investment advisory firm based in Marietta, GA, is dedicated to helping individuals and employers navigate the complexities of retirement planning. With an impressive client base of over 380 individuals and a total of $287,429,000 in assets under management, they have established themselves as a trusted resource in the field. With a deep understanding of employer 401Ks and individual investments, Your Retirement Coach brings a wealth of experience to the table. Their expertise shines through as approximately 92% of the assets they manage are discretionary, allowing clients to have peace o...
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Assets Under Mgmt

$287.43M

Investment Professionals

5

Locations

0

% 401K & Individual

45%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS
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