Retirement Money Management

Retirement Money Management (CRD# 145149) is a financial advisory firm headquartered in Sarasota, FL. They manage $63,010,095 in 174 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $362,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

AK, CA, DE, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, PA, TN, TX, VA

Financial Advisors at Retirement Money Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Lee
CRD#: 1170833
2 N. Tamiami Trail, Suite 400, Sarasota, FL 34236
71
Wealthminder
score

Robert Lee (CRD# 1170833) is an Investment Advisor Representative working at Retirement Money Management in Sarasota, FL and has over 32 years of experience in the finance industry.

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