Retirement Systems LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Systems provides discretionary asset management and financial planning primarily to individual clients and also acts as a 3(21) fiduciary to qualified retirement plans. The firm reports approximately $37.5 million in discretionary assets under management and generally charges fees calculated as a percentage of assets.
Portfolios and financial plans are tailored to each client’s goals, time horizon and risk tolerance, with discretionary trading authority to implement investment selection and asset allocation. The firm uses a mix of fundamental, technical and charting analysis, conducts periodic (quarterly) account reviews, and allows clients to impose written investment restrictions that are documented in an investment policy statement.
Distinctive elements in the brochure include that multiple advisors are licensed insurance agents who spend roughly 20–25% of their time on insurance activities and receive commission compensation for insurance products, a conflict the firm discloses and says it manages through procedures and fiduciary oversight. The firm also discloses a limited-scope ERISA 3(21) plan service model that excludes certain asset types (for example, employer securities and non-public partnerships) and notes that it does not vote proxies on client securities.
Client services
Expertise
Fee options
$0+: Up to 1.1% annually (negotiable) for discretionary asset management $0+: Up to 0.50% annually (negotiable) for ERISA plan services
Compensation from sales of insurance products as licensed insurance agents, paid as commissions by insurance companies.
Main office
See officeChicago IL
Advisors at this office
3
Offices (2)
Most active in
Connecticut · Illinois · Louisiana · Massachusetts · Michigan · New Jersey · Pennsylvania · Texas
Also doing business as
Retirement Systems LLC · Retirement Systems LLC Dba Advanced Advisor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Eduardo C
Series 63, Series 65
Chicago, IL
Retirement Systems LLC
Eduardo Caldera is a financial advisor at Retirement Systems LLC with under one year of industry experience. He previously worked with Foundations Investment Advisors LLC and Regency Capital, and has a background in mortgage banking. He is also involved in life insurance and annuity sales through Regency Capital. Retirement Systems LLC provides discretionary asset management and financial planning primarily to individual clients, offering tailored portfolios and 3(21) fiduciary services to qualified retirement plans. The firm employs a mix of fundamental, technical, and charting analysis with quarterly reviews and allows clients to set written investment restrictions.
Gianni P
Series 65
Chicago, IL
Retirement Systems LLC
Gianni Perkovic is a financial advisor at Retirement Systems LLC with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including AE Wealth Management, EV Federal, FEFA Asset Management, and Citizens Bank. In addition to his advisory role, Perkovic is a licensed insurance agent and dedicates a significant portion of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans. The firm offers tailored investment programs and ongoing portfolio management, combining fundamental, technical, and charting analysis with regular account reviews.
James T
Series 65
Chicago, IL
Retirement Systems LLC
James Tuccori is a Series 65 licensed advisor with seven years of industry experience, currently serving at Retirement Systems LLC. His prior roles include positions at FEFA Advisors LLC, AE Wealth Management LLC, and FEFA Asset Management LLC. In addition to his advisory work, he is also a licensed insurance agent, dedicating approximately 20% of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individual clients and retirement plans. The firm employs a tailored investment approach that incorporates fundamental, technical, and charting analysis, and supports qualified employer plans with ongoing management and participant education.
Joseph B
Series 66
Bloomfield Hills, MI
Retirement Systems LLC
Joseph Berishaj is a financial advisor at Retirement Systems LLC in Bloomfield Hills, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research, Inc. He also has experience outside finance, having worked briefly at Emagine Entertainment. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans, focusing on tailored investment strategies and participant education for qualified employer plans.
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