Anne Garrity is a registered investment advisor at Voya Retirement Advisors, LLC, based in Walnut Creek, CA, with 25 years of industry experience. Anne 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
Walnut Creek, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Fis Securities, INC.Broker
Bankboston Investor Services, INC.Broker
State Registrations1 state
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