Secured Retirement Advisors manages investment portfolios and provides personalized financial planning and pension consulting services for individuals, families, trusts, and business owners. Secured Retirement Advisors focuses on helping clients build retirement strategies, manage investment portfolios on either a discretionary or non-discretionary basis, and navigate complex financial decisions like rolling over employer retirement plans. The firm offers both broad-based financial planning and modular consulting, utilizing fundamental and technical analysis, along with strategies such as long-term purchases, option writing, and alternative investments. Secured Retirement Advisors works with clients primarily through custodial broker-dealers like Fidelity and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts over $10,000,000 are negotiable. Legacy clients may be subject to different fee schedules.