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).
Total Assets Under Management27MILLION
Total Number of Accounts180ACCOUNTS
Average Account Value$150,000
- 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 33 years of experience in the finance industry.