Secure Retirement is paid a fee based on AUM (Assets Under Management). This fee is billed quarterly to the Charles Schwab custodial account holding client assets. We are competitive on our fee schedule, please contact our office for details. Fees are based on the AUM Secure Retirement manages.

About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630