Retirement Fund Management

CRD#126573
Investment Advisor Firm

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Overview

Retirement Fund Management is an advisory firm located in Atlanta, Georgia. Retirement Fund Management manages $660.9 million in assets under management across 12 client accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Retirement Fund Management is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, options and equities.

Retirement Fund Management oversees none of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by a portfolio manager without needing the client's consent. Retirement Fund Management also manages 12 non-discretionary accounts totaling $660.9 million in assets under management. The advisory firm's typical account size is $55.1 million. The typical financial advisor at Retirement Fund Management oversees around six client accounts, placing it among the more individualized advisor firms in the country.

The firm's main office is located at Five Concourse Parkway, Atlanta, Georgia 30328-7106. The firm is permitted to provide services to investors in the state of Georgia.

Assets Under Management

$660.9 million

Number of Advisors

2

Disclosures

No

Office Location

Five Concourse Parkway
Atlanta, GA 30328-7106

Retirement Fund Management by the Numbers

Total Assets Under Management

$660.9 million

National Average: $8.6 billion
Total Number of Employees

4

National Average: 64
Total Number of Accounts

12

National Average: 375,227
Average Account Size

$55.1 million

National Average: $23.0 thousand
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Fee Structure

A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by the company may include some combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Retirement Fund Management.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company provides services to pension plans. Out of its 12 accounts, Retirement Fund Management's biggest client is pension plans. None of the firm's customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Retirement Fund Management does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Retirement Fund Management

Mark Mccoy
Atlanta, GA

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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