Advisor Resource Council is a registered investment advisor providing retail and institutional clients with asset management services, financial planning and consulting, retirement plan consulting, and referrals to third-party money managers. The firm offers several internal asset management strategies through separately managed accounts and model portfolios, catering to different risk profiles and account sizes. Clients can choose between wrap fee programs and traditional asset management arrangements, with services tailored to individual goals and objectives. The firm operates with a network of investment advisor representatives who offer personalized advice while adhering to fiduciary standards. Advisor Resource Council also assists clients with retirement plan rollovers, direct-at-fund investment solutions, and third-party program access.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.