HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
Scottsdale, Arizona
5.0
1 Review
Householder Group Estate & Retirement Specialists, based out of Scottsdale, AZ, is a renowned regional investment advisory firm with 28 offices. With a focus on estate and retirement planning, they cater to high net worth individuals, managing over $1,081,198,000 in assets under management for more than 140 clients. While their expertise extends beyond individual accounts and 401Ks, which account for less than 30% of their assets, Householder Group Estate & Retirement Specialists also possess the capability to manage employer funds. An impressive 99% of the assets they oversee are under their discretionary management. The firm...
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Assets Under Mgmt

$1.08B

Investment Professionals

48

Locations

27

% 401K & Individual

25%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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