Retirement Income Advisory Group (RIAG) provides financial planning and investment management services. RIAG offers ongoing portfolio management based on your individual goals, time horizon, and risk tolerance. RIAG also offers financial planning services, including comprehensive and modular planning. The firm also holds seminars and workshops to educate the public.
Assets Under Management$48M
Clients185
Advisors1
Avg. per Client$260K
Avg. per Advisor$48M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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