A complete list of active advisors currently associated with Optimum Retirement Planning LLC
Warmer can help you find a great advisor at Optimum Retirement Planning LLC or one who fits your needs even better.
Optimum Retirement Planning serves individual clients, including high-net-worth households, offering ongoing comprehensive financial planning, discretionary investment management, and project-based planning. The firm also provides access to insurance product analysis through a third-party platform, with any insurance sales effected by licensed agents rather than the firm. The firm primarily builds passive, asset-class portfolios using index funds and ETFs while also applying fundamental, technical, and cyclical analysis to inform allocation and security decisions; accounts are managed on a discretionary basis with regular reviews. Clients receive written financial plans when requested, and the adviser discloses quarterly account reviews and custodial reporting from the chosen custodian. Compared with many independent advisers, the firm does not charge percentage-of-assets-under-management fees, an uncommon fee choice in this peer group. It manages a substantial amount of assets for a relatively small client roster, operates from multiple office addresses despite a very small advisory team, and reports no third-party commissions or related-party compensation.
To learn more about the advisors currently working at Optimum Retirement Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Larry Pershing
| Libertyville, IL
| 9
|
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