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Retirable Review

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Retirable, registered in 2020, serves 14 state(s) with a licensed staff of 6 advisors. Retirable manages $5.0 million and provides investment advisory services for 71 clients (1:12 advisor/client ratio).



Firm Information


Summary Firm
Overall Rating
Minimum Investment $0
Average Client Balance $70,726
Total AUM $5.0 million
Fee Range Single AUM fee of 0.75% on first $500,000, and no fees above that. For annual balances less than $33,333, there's only a flat fee of $250.
Advisor / Client Ratio 1:12
Languages Offered English
Specialities Retirement Planning, Retirees, Investment Planning and Management, Baby Boomers, Retirement Income or “Decumulation”
Clientele Works with U.S. clients.
Website Visit Site
Phone Number 833-222-1807
Headquarters New York, NY
Locations See locations
Facebook Visit Profile
Twitter retirable
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #307472

Investment Philosophy


Retirement planning and “decumulation” is very different than retirement savings “accumulation.” As clients live longer and their income needs change through retirement, we design our portfolios to generate reliable monthly income utilizing the “bucket strategy” to follow their financial plans. These retirement focused portfolios balance short-term spending needs with long-term lifestyle planning.



Disciplinary Questions


After checking the disciplinary records of Retirable, our system found no disciplinary questions to ask. Checks take place monthly.



Conflict Questions


After checking the regulatory records of Retirable, our system found no conflict questions to ask. Checks take place monthly.



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Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Retirable:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


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