Strategic Retirement Advisors, LLC

Strategic Retirement Advisors, LLC is an SEC registered investment adviser established in 2007 and located in Granite Bay, CA. The firm specializes in client-driven investment advisory services, primarily serving individuals and employer-sponsored retirement plans in California. The two principals, Brent Mick and Jeff Miller, have over twenty years of combined investment experience. The firm offers a broad-based investment approach, including mutual funds, ETFs, individual stocks, and bonds tailored to clients' objectives. Clients have the option of granting non-discretionary or discretionary authority for investment decisions. Strategic Retirement Advisors imposes a minimum fee of $500 per year and offers a range of investment advisory services based on client objectives. The firm's fee structure is negotiable, with standard advisory fees ranging from 0.15% to 1.00% based on asset levels. The firm does not charge performance-based fees and maintains an account minimum of $100,000, which may be waived in certain circumstances. Clients receive quarterly account statements and have access to online account information. Strategic Retirement Advisors does not engage in soft dollar programs and does not receive compensation for client referrals. The firm's investment strategies focus on asset allocation and long-term rebalancing to align with client goals and risk tolerance. Clients have the option to engage in financial planning services for an additional fee. Strategic Retirement Advisors emphasizes transparency, ethical conduct, and client-focused investment decisions.