Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only

AIA is paid fees pursuant to a contract that it and/or an affiliate has entered into with a State Administrator. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm, unless otherwise contractually agreed to by the relevant parties. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services conducted outside the scope of AIA.

Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
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Advisor Information

Office location

95 Wells Avenue, Suite 160, Newton, MA, 02459

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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.

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Other Business ActivitiesSells Insurance

Brad is employed by Newport Group Inc., the parent company of the member firm, and is an affiliate of the member firm. As part of his job, Brad may offer insurance products through the firm or its affiliates.

Employment History
Current Registrations
Ascensus Investment Advisors, LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Newport Group Consulting, LLC
November 2020 - April 2023 · 2 yrs 5 mos
Employer Retirement Investment Advisors, LLC
September 2013 - November 2018 · 5 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Brad Richard Traynor - Financial Advisor | AdvisorDiscover