Firm Information

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.

Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information

Office location

One Orange Way, Windsor, CT, 06095

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Regulatory History (1)
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Criminal
April 2024
Pending Charge
Employment History
Current Registrations
Voya Retirement Advisors, LLC
July 2023 - Present · 2 yrs 6 mos
Voya Financial Partners, LLCBroker
January 2019 - Present · 7 yrs
Voya Financial Partners, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Voya Financial Partners, LLC
January 2019 - July 2023 · 4 yrs 6 mos
Ameriprise Financial Services, INC. Broker
June 2018 - January 2019 · 7 mos
Ameriprise Financial Services, INC.
June 2018 - January 2019 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - June 2018 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2014 - June 2018 · 3 yrs 6 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.