Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1145 Market St 5th Flr, San Francisco, CA, 94103
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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