Retirement Funding Advisors Review


Trust Score 96%
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Retirement Funding Advisors, federally registered in 1995, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Retirement Funding Advisors manages $559.1 million and provides investment advisory services for 88 clients (1:44 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.50% to 1.00% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 44 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $559.1 million
Average Account AUM $6,353,618
Hybrid Advisor No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.50% to 1.00% of AUM.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:44
Headquarters Troy, MI
SEC Filings Forms and Brochures


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