THE RETIREMENT SMITH LLC

Overview

The Retirement Smith LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is individuals and families; core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm serves as a capital allocator and offers flexible billing — percentage-of-AUM, hourly, fixed fees and other arrangements are used. The firm identifies an insurance-company industry affiliation. It does not register itself as an active ESG investor and is not reported as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives