C.R. Retirement Strategies is a registered investment advisor founded in 2025 and based in Indianapolis, Indiana. The firm is led by Corey D. Roberts and offers a variety of services including investment management, portfolio supervision, retirement planning, and general financial planning for individuals and high-net-worth clients. C.R. Retirement Strategies uses fundamental, technical, cyclical, and economic analysis to build and manage portfolios tailored to each client's specific goals, risk tolerance, and time horizon. Portfolios can be managed on a discretionary basis—meaning C.R. Retirement Strategies makes trades without prior consultation—or on a non-discretionary basis where clients approve trades. In addition to investment management, C.R. Retirement Strategies provides standalone financial planning services billed on an hourly or fixed-fee basis. The firm operates as an asset-based fee practice and does not accept commissions for selling securities, though certain representatives may separately earn commissions as licensed insurance agents.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees range from 0.50% to 1.50% based on factors including complexity, asset level, and overall relationship. Fees are negotiable.