Retirement Investment Advisors, Inc. offers financial planning and investment management services. They work with clients to identify financial problems, determine financial objectives, and provide investment advice. Their services include cash flow management, tax planning, insurance analysis, education funding, retirement planning, and estate planning. They meet with prospective clients multiple times to ensure a good fit and provide ongoing communication and reviews.
Assets Under Management$1.3B
Clients1,381
Advisors8
Avg. per Client$920K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.75% |
| $9.0M - $11.0M | 0.70% |
| $11.0M - $13.0M | 0.65% |
| $13.0M - $16.0M | 0.60% |
| $16.0M - $20.0M | 0.57% |
| $20M+ | 0.57% |
The minimum annual fee based on assets under management is $1,500. Current client relationships exist where the fees are lower than the fee schedule. We may waive our minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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