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401(k) Plan For Employers

  • Start Up New 401(k) Plan – $500
  • Convert Existing 401(k) Plan – $1,000
  • 401(k) Annual Fee – $1,500
  • Annual Fee Includes 30 Employees. Each Additional Employee – $30/yr.
  • Total Participant Fee – 0.65%

401(k) Rollover To IRA For Individuals

We will work with you to build an IRA investment portfolio tailored to your needs and goals.

Advisory Fee Schedule

  • Accounts up to $1,ooo,00o – 1%
  • Accounts $1,000,000 to $1,500,000 – .090%
  • Accounts $1,500,000 to $2,000,000 – 0.80%
  • Accounts $2,000,000 – $2,500,000 – 0.70%
  • Accounts $2,500,000 to $3,000,000 – 0.60%
  • Accounts $3,000,000 and up – 0.50%

401(k), 403(b) & 457(b) Advice For Individuals

Fidelity, Schwab, TIAA, Florida Retirement System, TD Ameritrade and others enable participants to work with a financial adviser inside their workplace retirement plan.  Through the SDBA feature we are providing individualized investment advice to participants at some of the nation’s largest employers including the University of Central Florida, Florida Retirement System, Florida Hospital, Lockheed Martin and more.  Contact us to become our client and receive professional help with your workplace retirement account.

We look forward to meeting and working with you!