Secured Retirement Advisors, LLC
Assets Under Management
$228.2M
Number of Clients
615
Number of Advisors
4
Average Client AUM
$371K
AUM per Advisor
$57.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Secured Retirement Advisors, LLC, based in St. Louis Park, Minnesota, offers personalized financial planning, portfolio management (discretionary and non-discretionary), selection of other advisers, and pension consulting services. Investment advice is tailored to individual client needs and objectives. The firm monitors portfolios and rebalances as needed.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Financial planning fees range from $500 to $25,000 depending on complexity. Modular financial planning is available at $500 per hour. Portfolio management fees are based on a tiered schedule (see table). Legacy clients may have different fee schedules. The firm may charge $100/year per account, but this may be waived. Fees are negotiable for accounts over $10,000,000. A minimum of $250,000 is generally required to open and maintain an advisory account, but this may be waived.
Areas of Practice
Location
6121 Excelsior Blvd, St Louis Park, MN, 55416