Retirement Money Management
Retirement Money Management (CRD# 145149) is a financial advisory firm headquartered in Sarasota, FL. They manage $28,428,497 in 191 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts191ACCOUNTS
Average Account Value$148,840
- 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
- Educational seminars/workshops
Robert Lee (CRD# 1170833) is an Investment Advisor Representative working at Retirement Money Management in Sarasota, FL and has over 36 years of experience in the finance industry.