Retirement Strategy Advisors, LLC is an Oregon-based registered investment advisor that specializes in providing consulting, advisory, and fiduciary services for employer-sponsored retirement plans such as 401(k) plans. Retirement Strategy Advisors works directly with plan sponsors, businesses, and non-profit organizations rather than individual retail investors. The firm assists employers with investment menu development, investment policy statements, compliance support, fee benchmarking, and employee education. Retirement Strategy Advisors can operate under federal retirement plan rules as either an investment advice fiduciary providing recommendations or as an investment manager with discretionary authority over plan investments. The firm is owned and operated by Thomas Cooper.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.