Retirement Advisors is a registered investment advisor that has been in operation for 30 years, managing investment portfolios and providing comprehensive financial planning for individuals, families, trusts, estates, and charitable organizations. The firm operates as a fee-only practice, meaning they do not sell products or accept commissions, and they legally act in their clients' best interests at all times. Retirement Advisors focuses on a conservative investment strategy, building globally diversified portfolios primarily using low-cost institutional mutual funds, with a particular emphasis on tilting portfolios toward small-capitalization and value stocks to help smooth out market volatility over long time horizons. In addition to investment management, the firm provides ongoing reviews, portfolio rebalancing, and advanced planning covering wealth protection, wealth enhancement, wealth transfer, and charitable giving.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual fee is 1.20% of assets under management. All fees are negotiable.
