Retirement Wealth Advisors is a registered investment advisor offering personalized financial advice. They provide general consultation, investment management using mutual funds, exchange traded funds, and annuities, and pension consulting services. Fees are based on hourly rates for consultations or a percentage of assets managed for investment advisory services. They also conduct educational workshops.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Retirement Wealth Advisors manages your investments using a mix of mutual funds, exchange traded funds, or low-cost annuities. The annual fee is calculated as a percentage of the value of your investments and is billed quarterly in advance. The fee may be negotiable.
- $500,000 - $999,999: up to 1.35% (advisor portion 1.1%)
- $1,000,000 to $1,999,999: up to 1.25% (advisor portion 1%)
- $2,000,000 +: up to 1.25% (advisor portion .9%)
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