FAQ
How long have you been in business?
Our company began over 25 years ago when one of the company founders began working with retiring airline pilots.
What type of clients do you work with?
The majority of our clients are retired pilots. They are typically between 55 and 80 years of age with portfolios that usually range in size between $250,000 and $4 million.
Will you work with out-of-town clients?
Yes. Retirement Advisors has clients in all 50 states. Our straightforward approach to financial planning and investing, along with factors such as an efficient business model, a highly qualified staff and modern technology allow us to provide services to investors across the nation.
Do you have any clients that are not pilots?
Yes, we do have clients that are not pilots. Many of our pilot clients have referred their family and friends to us because they have been impressed with our results and how we do business.
How do you get paid?
Retirement Advisors is paid through fees collected directly from clients.
How do you determine fees?
Our investment management fee is based on percentage of assets and competitive to industry counterparts.
How much, in assets, does your firm manage?
Retirement Advisors of America manages approximately $1.6 billion in client assets. That puts us in the top 20% of all Registered Investment Advisors in America.
Is there a minimum investment?
Generally, Retirement Advisors of America works with client portfolios valued at $250,000 and above.
Where will my account be held?
Client accounts are held at third-party custodians— Fidelity or Benefit Trust Corporation.
How will my account be serviced and maintained?
Your account will be routinely monitored and reviewed to ensure it stays in alignment with your written Investment Policy Statement. When necessary, your portfolio mix will be rebalanced to preserve your asset allocation.
How do I get started?
Call us at 1-800-321-9123 and ask to speak to one of our Financial Consultants or click here to email us.
