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Brent Mick

Strategic Retirement Advisors, LLC
24 Years of Experience
Elk Grove, CA
1 Disclosure
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Brent Mick is a registered investment advisor at Strategic Retirement Advisors, LLC, based in Elk Grove, CA, with 24 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, High Net Worth, Investment Management, Retirement Planning. Their firm serves 945 clients with $220M in assets under management.

Strategic Retirement Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
945 clients
Average Client Portfolio
$230K average
Assets Under Management
$216.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5.0M - $7.0M0.25%
$7M+0.15%

Fees are generally negotiable. A minimum annual fee of $500 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9245 Laguna Springs Drive, Suite 200, Elk Grove, CA, 95758

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History

Regulatory History (1)
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Civil
January 2016
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Retirement Advisors, LLC
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
ICMA Retirement CORP
September 2002 - May 2007 · 4 yrs 8 mos
State Registrations2 states
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Exams
No exam information available for this advisor.
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