Retirement Money Management

Retirement Money Management (CRD# 145149) is a financial advisory firm headquartered in Sarasota, FL. They manage $27,000,000 in 180 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Retirement Money Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Lee
CRD#: 1170833
2 N. Tamiami Trail #400, Sarasota, FL 34236
83
Wealthminder
score

Robert Lee (CRD# 1170833) is an Investment Advisor Representative working at Retirement Money Management in Sarasota, FL and has over 33 years of experience in the finance industry.

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