National Retirement Institute is an independent registered investment advisor located in Temecula, California, specializing in retirement planning, tax-efficient investing, and income generation. National Retirement Institute helps clients build, manage, and preserve their wealth through personalized strategies. The firm primarily allocates client assets among exchange-traded funds, cash, individual bonds, and equities, operating on a non-discretionary basis so that all day-to-day trades require client consent. Financial planning services are included as part of the investment management engagement, covering personal records, cash flow, taxes, investments, insurance, retirement, and estate planning. Clients also have the option to request standalone financial plans. National Retirement Institute works with individuals, entrepreneurs, high-net-worth clients, foundations, trusts, estates, corporations, and retirement plans. The firm maintains affiliations with separate entities that offer tax preparation and insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% annually depending on client circumstances and account size. Fees are negotiable.