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Ingham Retirement Group
SEC-regulated
Registered investment advisor
Ingham Retirement Group, operating as Ingham/Russell Investment Advisors, Inc., is a SEC-registered investment advisor based in Florida, established in 1991. The firm offers investment supervisory services, individual portfolio management, model portfolio management, and pension consulting services. They manage client accounts on a discretionary or non-discretionary basis, tailored to individual needs and objectives. Clients have the option to impose reasonable restrictions on investments. The firm's investment strategies include long-term purchases and asset allocation. Ingham Retirement Group does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. They provide financial planning services and may pay referral fees to solicitors. The firm does not vote proxies for clients and does not offer consulting on proxy issues. Ingham Retirement Group does not have physical custody of client assets but has custody by directing the disposition of client funds. The firm reviews client accounts regularly and provides detailed reports to clients. They do not vote proxies on behalf of clients and do not require advance payment of fees exceeding $1200. Ingham Retirement Group has not been subject to a bankruptcy petition in the past ten years.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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