Advantage Retirement Group
Fort Myers, Florida
5.0
10 Reviews
Advantage Retirement Group, based out of Fort Myers, FL, is a distinguished investment advisory firm serving clients with integrity and expertise. With two offices, they offer comprehensive financial solutions to individuals and employer-sponsored 401Ks. This small yet dynamic firm boasts a team of six highly qualified professionals, two of whom specialize in investment advisory services. Impressively, Advantage Retirement Group manages an average of approximately $162,350,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is diverse, including a percentage of assets under management...
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Assets Under Mgmt

$324.7M

Investment Professionals

2

Locations

1

% 401K & Individual

73%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: SOLICITOR
Other Business Activities
Insurance broker or agent
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