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Retirement Strategies, Ltd.
Dublin, Ohio
5.0
2 Reviews
Retirement Strategies, Ltd. is a small investment advisory firm based out of Dublin, OH, with one office. With a team of seven employees, four of whom specialize in investment advisory services, the firm has established itself as a trusted financial partner. With an impressive average of approximately $43,440,000 in assets under management per investment advisor, Retirement Strategies, Ltd. effectively manages its clients' wealth.
The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under manage...see more
Assets Under Mgmt
$173.77M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Had investment related business activity restricted by federal regulatory agency
Reviews for Retirement Strategies, Ltd.
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