401k Advisory Group is a small firm that advises 401k plan members and sponsors. As a service to the plan sponsor, 401k Advisory Group assists plan participants with their investment decisions, considering their financial situation, risk tolerance, and retirement goals. They will monitor and advise employees to make changes to their portfolios, but will not make changes on their behalf.
Assets Under Management$210K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$210K
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$3,000
Hourly Rate:$250/hr
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