Strategic Retirement Advisors, LLC is an investment advisory firm based in Sacramento, California, owned and operated by Brent Mick and Jeff Miller. The firm helps individuals, high-net-worth clients, and workplace retirement plan sponsors manage their investments. Strategic Retirement Advisors specializes in public sector retirement systems, such as CalPERS, and helps clients design diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. The firm offers both discretionary portfolio management (making trades on your behalf without asking first) and non-discretionary management (where you approve each trade). In addition to investment management, the firm provides limited financial planning, educational seminars in workplaces, and occasional selection services for retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.25% |
| $7M+ | 0.15% |
Fees are generally negotiable. A minimum annual fee of $500 applies.