Strategic Retirement Advisors (SRA) is an investment advisory firm owned by Brent Mick and Jeff Miller. SRA offers tailored advice and services to individuals and employers sponsoring workplace retirement savings plans. SRA's investment approach includes mutual funds, ETFs, individual stocks and bonds. They assist clients with retirement planning, including estimating benefits under public sector retirement systems like CalPERS. Clients can express their return goals, risk tolerance, and individual preferences.
Assets Under Management$210M
Clients1,258
Advisors1
Avg. per Client$170K
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.15% |
Fees are generally negotiable. Workplace retirement plan fee schedule differs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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