Retirement Design & Management Inc.
Retirement Design & Management Inc. (CRD# 106067) is a financial advisory firm headquartered in Westport, CT. They manage $599,078,586 in 988 accounts and serve the financial needs of clients across 13 states (or territories).
Total Assets Under Management599MILLION
Total Number of Accounts988ACCOUNTS
Average Account Value$606,355
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, LA, MA, NH, NJ, NY, PA, TX, VA, VT