Federal Benefits Advisors, owned by Marilyn M. Miller, provides personalized financial planning and consulting services. For clients seeking investment management, Federal Benefits Advisors assists in selecting a third-party money manager or provides advice on sub-advisor mutual funds within a variable annuity. Federal Benefits Advisors also offers seminars and advisory services tailored to government employees. The firm tailors its advice to individual client needs and objectives, helping clients understand their financial situation and investment goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to sub-accounts within a variable annuity. Federal Benefits Advisors also refers clients to third-party asset managers (TPAMs) who charge between 1% and 2.25% annually. Federal Benefits Advisors receives 1% of the total fee paid to the TPAM.