Retirement Advisors provides investment advice to individuals, high net worth families, trusts, pension and profit-sharing plans, and charitable corporations. They help clients set financial goals, allocate assets, and select investments for retirement plans. Retirement Advisors manages advisory accounts with non-discretion. Clients can place restrictions on the types of securities they want to invest in. Special projects like investment consultations are offered at an hourly rate.
Assets Under Management$170M
Clients70
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$58M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.60% |
All advisory fees are negotiable. Fees may be less for employee-related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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