Actify Investor Retirements offers non-discretionary and discretionary investment advisory services for employer-sponsored retirement plans such as 401(k), 403(b), and 457 plans, as well as individual retirement accounts and SIMPLE individual retirement accounts through a payroll deduction program. Actify Investor Retirements provides a curated menu of pre-screened mutual funds and exchange-traded funds, along with risk-based model portfolios to match clients' risk tolerance and time horizons. The firm also offers financial planning services covering investments, life insurance, tax concerns, retirement planning, college savings, and debt management. Actify Investor Retirements focuses on fundamental analysis, diversification, and long-term performance while minimizing risk exposure.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Rate represents individual retirement account program participants. Retirement plan clients pay 1.00% for plans under $250,000 and 0.50% for plans over $250,001. Fees are negotiable for retirement plans.