Ultimate Retirement Products, Inc.

Overview

Ultimate Retirement Products, Inc. is a small, custody-focused wealth manager that combines portfolio management for individuals and small businesses with insurance brokerage activity. The firm’s client mix spans individual and family clients as well as institutional relationships, and its fee model includes both AUM-based percentage fees and fixed-fee engagements. All reported advisory assets are managed on a discretionary basis, which indicates the firm typically implements investment decisions for clients rather than acting purely in an advisory/consultative role. The firm’s business activities — including insurance distribution and annuity usage — point to a hybrid model where retirement income solutions and insurance products are offered alongside managed equity portfolios. Advisory services extend into pension consulting and the selection of other advisers, suggesting the firm can act as a coordinator for outsourced strategies or specialized managers when client needs exceed in‑house capabilities.

Assets & Accounts

Public Holdings

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Location & Offices