Anne Theresa Garrity

Voya Retirement Advisors, LLC

24 Years of Experience

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Firm Information

Voya Retirement Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

132 advisors

Number of Clients

6,944 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$30.9B

Fee Structure

Financial Planning:Investment management only

VRA earns revenue from platform fees (Edelman Financial Engines program only) and Professional Management (PM) program asset-based fees. The platform fee can range from zero to $6.00 annually. The PM fee does not exceed 0.60% for the lowest asset level breakpoint annually. Fees are deducted from your retirement plan account on a monthly or quarterly basis. If a participant enrolls in multiple PM program accounts with the same plan sponsor, the value of the accounts will be combined for the purpose of assessing total advisory fees.

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Areas of Practice

Retirement PlanningInvestment Management

Advisor Information

Office location

Walnut Creek, CA

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.