Secured Retirement Advisors (SRA) offers personalized financial planning, investment portfolio management, selection of other advisors, and pension consulting services. SRA works with individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. SRA tailors its investment advice to meet clients’ needs and investment objectives.
Assets Under Management$260M
Clients602
Advisors4
Avg. per Client$420K
Avg. per Advisor$64M
www.securedretirements.com ·www.linkedin.com/company/secured-retirement ·www.facebook.com/securedretirements
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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 negotiable for accounts over $10,000,000. Legacy clients may be subject to a different fee schedule and fee payment arrangement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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