Clare Daily is a registered investment advisor at Voya Retirement Advisors, LLC, based in Dallas, TX, with 15 years of industry experience. Clare operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Previous Registrations
Voya Financial Partners, LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Equity Services, INC.Broker
Icma-Rc Services, LLCBroker
AXA Distributors, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations7 states
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