Assets Under Management
$228.2M
Number of Clients
615
Number of Advisors
4
Average Client AUM
$371K
AUM per Advisor
$57.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Secured Retirement Advisors, LLC offers personalized financial planning, portfolio management (discretionary and non-discretionary), selection of other advisers, and pension consulting services. Investment advice is tailored to individual client needs and objectives. They monitor portfolios and rebalance as needed.
| Assets Under Management | 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 negotiable for amounts over $10,000,000.
6121 Excelsior Blvd, St Louis Park, MN, 55416