Retirement Advisors, INC.

Fee-Only (% of Portfolio)

Retirement Advisors, Inc. offers financial planning and investment advice, primarily recommending institutional-style, no-load mutual funds and fixed income securities. They tailor services to individual client needs, offering financial, estate, tax, and retirement planning. The firm's investment philosophy focuses on small capitalization and value stocks with broad diversification for a conservative approach. They actively seek to avoid conflicts of interest and act in clients' best interests.

Assets Under Management$160M
Clients185
Advisors1
Avg. per Client$860K
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$800K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm