Retirement Income and Inheritance Advisors (RIIA) provides ongoing investment supervision and financial planning maintenance services, as well as one-time financial planning. RIIA works with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. RIIA does not have a minimum account size.
Assets Under ManagementN/A
Clients100
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
RIIA offers ongoing investment supervision and financial planning maintenance services. The fee for these services starts at $225 per quarter, billed in advance. The firm may charge higher amounts based on the complexity of your situation. Additional fees may apply for services exceeding the general boundaries of the agreement and are negotiable.
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