Michael Juarez is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
One Orange Way, Windsor, CT, 06095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael owns rental property in Bulverde, Texas, since 2020 and is involved in property management. This activity is not investment-related and requires about 10-20% of his time.
Employment History
Current Registrations
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Voya Retirement Advisors, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Alliancebernstein Investments, INC.Broker
State Registrations1 state
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