Retirement Income Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$158,321,814
Clients
339
9% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
339
Very HighAverage account size
$467,026
About
Retirement Income Strategies, LLC provides investment advisory and financial planning services primarily to individual clients and also serves pension/profit-sharing plans and charitable organizations. The firm offers portfolio management on both wrap-fee and non-wrap bases and provides separate financial planning and consulting engagements.
Advisory services are typically delivered on a discretionary basis using fundamental security analysis and allocation models across equities, bonds, mutual funds, ETFs, interval funds and direct participation programs. The firm works through custodians such as Fidelity and Schwab and combines ongoing asset management with standalone financial planning engagements billed hourly or as fixed fees.
Noteworthy features disclosed in the brochure include an affiliation with a state-licensed insurance agency and advisory personnel who are separately licensed to sell insurance and act as registered representatives, arrangements the firm discloses as potential conflicts of interest. The firm also sponsors and recommends wrap-fee programs and manages a multi-million-dollar asset base with a relatively small advisory team, characteristics that are less common among similarly categorized supported firms.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General retirement planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Financial Planning fixed fee range from $1,500 to $10,000
$0 - $250,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.125% $2,000,001+: 1.00%
Financial Planning hourly rate of $350/hour
Account minimum: $500,000 Fee-only: Advisory fees based on tiered percentage of assets under management, paid monthly in arrears; Financial Planning fees either $350/hour or fixed fee $1,500-$10,000
Main office location
Retirement Income Strategies, LLC
7 East Main Street, Suite 6
Evansville WI 53536, United States
Number of offices
4
Most active in
Retirement Income Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · West Virginia · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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