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).
Total Assets Under Management63MILLION
Total Number of Accounts174ACCOUNTS
Average Account Value$362,127
- 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
AK, CA, DE, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, PA, TN, TX, VA
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.