Retirement Strategies, Inc. is a large advisory firm based in Jacksonville. It manages $340.88 million of regulatory assets for 1,146 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Georgia, and South Carolina.
Retirement Strategies provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement Strategies, Inc. is $340.88 million. The firm's AUM has grown by 374% since the beginning of its operation, and $440.47 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Retirement Strategies, 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of William Sheldon Hart is high net worth individuals with 146 clients and $268.68 million of assets under management. Among the 12 most similar advisory firms, Retirement Strategies has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $340.88 million for 377 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Retirement Strategies doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Sheldon Hart has been acting as President since 1 Jan 1994. Llc Retirement Strategies joined the executive team most recently as the Shareholder.
The principal office where Retirement Strategies, Inc. performs its advisory services is located at 10751 Deerwood Park Boulevard, Jacksonville, FL 32256, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-730-3863 or by fax 904-730-5177. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at rsiretirement.com.