Retirement Income Advisory Group LLC
Assets Under Management
$47.6M
Number of Clients
185
Number of Advisors
1
Average Client AUM
$258K
AUM per Advisor
$47.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Retirement Income Advisory Group LLC (RIAG) offers discretionary asset management and financial planning services. Financial planning includes comprehensive and modular options. The firm does not sell commissioned products, but the managing member has an affiliated insurance business.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
For asset management, fees are based on a percentage of assets under management, billed monthly in arrears. For example, a client with $750,000 under management would pay $6,750 annually. Comprehensive financial planning fees range from $1,500 to $5,500, while modular financial planning fees range from $250 to $1,250 per project. Fees may be negotiable based on various criteria.
Areas of Practice
Location
1460 Us Hwy 9 North, Suite 210A, Woodbridge, NJ, 07095