Retirement Plan Models
You can choose to have your account professionally managed for an additional fee through a new series of Retirement Plan Models administered by Feltz WealthPlan, a Registered Investment Advisor.
Feltz WealthPlan strives to develop innovative solutions to address each client’s situation, focusing on “Return on Life” as well as “Return on Investment.” Clients have unique investment goals and objectives that change as they pass through each phase of their life. Accumulation, Preservation and Distribution of assets represent the ultimate challenge for investors. The Feltz WealthPlan Retirement Plan Models are designed to provide an investment allocation that matches up to individual risk tolerance and objectives.
There are four portfolios to choose from:
- All Conservative
- All Weather
- Moderate Growth
- Aggressive Growth
Each portfolio offers varying degrees of risk and return. To help determine your approach to risk and return in choosing an investment allocation, a Risk Quiz is provided for participants to help assess which model would be most appropriate at this point in time. Your account may be automatically rebalanced on a quarterly basis to maintain the appropriate investment diversification within the model.
An annual fee of 25 basis points, 0.25% will be assessed on assets under management within the models. For example, a $40,000 account would be charged an annual fee of $100.00. The fee will be deducted from your account on a quarterly basis.
Learn more about Feltz WealthPlan and the Retirement Plan Models.
Access the Feltz WealthPlan website to complete your Retirement Risk Quiz.