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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2023
- Office Locations
- 1
Office Locations
About Retire Right Wealth Management
Retire Right Wealth Management is a Mason, Ohio registered investment adviser providing investment management and strategic wealth planning, with a core emphasis on retirement income planning-building lifetime income streams and helping protect assets from long-term care costs. The firm serves individuals from first-time investors to pre-retirees, using asset allocation with mutual funds and ETFs, and custodies with Fidelity/NFS.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD JOSEPH GULASKEY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #3128546
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,027,852 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,027,852 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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