CRD: 314386
Retirement Income Security LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2024
- Office Locations
- 1
Office Locations
About Retirement Income Security LLC
Retirement Income Security (Stable Plus Shares) offers option spread overlay semi-index ETFs, an Existing Portfolio Income Plus SMA, and a Virtual Annuity ETF/SMA. Strategies pair U.S. equity index exposure with an options overlay designed for monthly income (6% annual payout target) and tail-risk hedging, aiming for absolute return outperformance vs. the benchmark total return index. Select products advertise zero expense ratios or no SMA management fee, using performance fees with a high-water mark.
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YUL WHA LEE
--
- CRD
- #2895538
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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