ERISA Advisers is a registered investment advisor providing investment services. They focus on qualified retirement plans and individual clients. They use Modern Portfolio Theory as part of their investment strategy. The firm does not offer financial planning services. Advice is based on information provided by the client.
Assets Under Management$200M
Clients118
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$200M
Fee Structure
Investment management only (planning not offered)
ERISA Advisers charges a fee based on the amount of assets they manage.
For qualified retirement plans, the fee is up to 0.50% of the account balance per year.
For individual clients (non-ERISA plans), the fee is a base fee of $1,200 plus 0.25% of the account balance per year.
These fees are negotiable at the discretion of the firm principal.
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