ESTATE & RETIREMENT STRATEGIES LLC

Overview

Estate & Retirement Strategies LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm functions as a capital allocator, employing outside managers and third‑party funds alongside in‑house advice. Its advisory practice centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients require specialist solutions. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly, fixed-fee and commission arrangements depending on the engagement. Estate & Retirement Strategies LLC does not identify as an active ESG investor and is not positioned as a multi‑state or pension consultant adviser. The firm’s modest scale and service mix indicate a focus on personalized planning and retirement income solutions rather than institutional mandates.

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Investments & Alternatives

Location & Offices