How Can CIA Help You?

Request Consultation
Ask an Advisor
Financial Tools
Request Consultation
Ask an Advisor
Financial Tools
Blog

Retirement Planning – IRA General Question

Q: I am interested in a fee only analysis of my IRA Acct. I have been retired for almost 12 years. What is your fee structure? Do you also manage IRAs? If so, what are the charges?

 

A: We offer a free one hour consultation.  I am happy to sit with you and go over your allocation.  We do manage IRA accounts.  For accounts under $1 million our fee is just 1% a year paid on a quarterly basis (.25% each quarter).   If you have any other question or decide that you would like to come in for the free consultation just let me know.

 

 

 

 


 

Get Started Today

Request Consultation
Ask an Advisor
Retirement Calculator
Retirement Calculator
Social Security Optimizer
eBook