Big “I” Advisory Resources provides advisory services to retirement plan sponsors and educational services to member firms and their employees. The firm assists plan sponsors in developing investment policies and advises them on services performed by other advisors. The firm also provides educational materials to member firms and their employees about retirement programs and investment principles.
Assets Under ManagementN/A
Clients3
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are based on the value of assets attributable to each member firm in the MEP or other plans. The firm's advisory fee consists of the above fees minus FA's fees as the Section 3(38) fiduciary and any other third-party advisers or service providers retained by BIRS and the other plan sponsors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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