Transamerica Retirement Advisors, LLC

Assets Under Management

$16.2B

Number of Clients

212,858

Number of Advisors

285

Average Client AUM

$76K

AUM per Advisor

$56.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Transamerica Retirement Advisors (TRA) provides managed asset allocation services (TPMM) to help clients prepare for and transition through retirement. TRA's TAC Advisors recommend investment strategies based on clients' financial needs and objectives, using model portfolios managed by AssetMark and other Portfolio Strategists.

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement Planning
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Location

6400 C Street Sw, Cedar Rapids, IA, 52499

285 Advisors at this firm

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