Retirement Design & Management Inc (Westport)

Retirement Design & Management Inc is a large advisory firm based in Westport. It manages $599.08 million of regulatory assets for 988 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 10 other states.

Retirement Design & Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Design & Management: assets under management

The assets under management (AUM) of Retirement Design & Management Inc is $599.08 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $598.83 million in discretionary accounts and $249.12 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $607.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Design & Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Retirement Design & Management Inc

Ronald D Weiner has been acting as President since 1 Sep 1991. Jonathan James Bartlett joined the executive team most recently as the Managing Director, Fixed Income And Research.

Direct owners and executive officers

Based in Westport

The principal office where Retirement Design & Management Inc performs its advisory services is located at 1555 Post Road East, Westport, CT 06880, which is also the mailing address of the firm. An additional office of the firm is in Garden City, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-255-0222 or by fax 203-255-5333. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at rdmfinancialgroup.com.

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