Bert Reames Investment Advisors (BRIA) focuses on designing and implementing group retirement accounts like 401(k)s, 403(b)s, and 457 plans. BRIA uses only no-load mutual funds and helps employees understand retirement savings, choose investments based on their risk tolerance, allocate assets, and rebalance portfolios. BRIA also has a relationship with Ashford Investments to assist employees with individual investment plans outside of the group account.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.70% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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