Personal retirement planning

Those ages 55 and over or have retirement assets over $250,000 qualify for Retirement Planning.  Before retirement, we develope a Retirement Investment Plan and update annually until retirement.  Questions and periodic meetings until then are always free.  After which, we charge an investment management fee to manage your retirement assets.

investment management fees

Bolmgren RetirePLAN, Inc. is a fee-only financial services firm.   Our compensation is discussed upfront and is transparent.  Our retirement investment fees are based on the total assets under management and on a tiered or flat schedule.   These fees are negotiable depending upon the needs of the client and complexity of the situation.  Fees are paid quarterly in advance, and clients may terminate their contracts with one days' notice. 

 

Assets Under Management               Annual Fee

$1 - $250,000               ....................            1.00%

$250,001 – $500,000     ....................            0.90%

$500,001 – $750,000     ....................            0.80%

$750,001 – $1,000,000   ....................           0.70%

Above $1,000,000        ....................             0.60%


Financial Planning services 

 

We understand that some clients just have a few questions they want to get answered, and don’t need (or want) an on-going relationship with a financial planner. We offer "no-strings" financial planning services, which is a one-time service offering in which we cover financial planning topic(s) of your choice. We are happy to work with you whether you have just a few questions, or dozens!

  • $100.00 per hour


employer sponsored retirement plans

We've long specialized in retirement planning and investment management with the objective of successful retirement.  Our Employer Sponsored Retirement Plan service is among the top in the industry, however, our fees are some of the lowest.  We do not collect commissions, have hidden fees, or offer proprietary products.  All of which, we believe, are conflicts of interest.  We charge one flat investment management fee to design, implement, and  continually service your qualified plan.

 

 

ASSETS UNDER MANAGEMENT               ANNUAL FEE

Up to $1,000,000                      -                  0.75%

$1,000,001 to $5,000,000          -                  0.60%

$5,000,001 to $10,000,000        -                  0.50%

Over $10,000,000                     -                  negotiable