The Retirement Corporation Of America is a large advisory firm based in Cincinnati. It manages $467.01 million of regulatory assets for 1,810 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Georgia, and 15 other states.
The Retirement Corporation Of America provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as annuities.
The assets under management (AUM) of The Retirement Corporation Of America is $467.01 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Retirement Corporation Of America for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Susan Lynne Vogel Vanderson is high net worth individuals with 131 clients and $238.26 million of assets under management. Among the 9 most similar advisory firms, The Retirement Corporation Of America has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $467.01 million for 830 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Retirement Corporation Of America doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Susan Lynne Vogel Vanderson has been acting as President since 1 Apr 2017. Lionel Olivier Bey has served as the Chief Investment Officer since 1 Feb 2018 and Daniel Corcoran Kiley is the Chief Executive Officer of The Retirement Corporation Of America family office. Michael Francis Kennedy joined the executive team most recently as the Director.
The principal office where The Retirement Corporation Of America performs its advisory services is located at 10300 Alliance Road, Cincinnati, OH 45242 4770, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-769-4040 or by fax 513-769-4049. The normal business hours are 8:15 am to 5:15 pm on Monday - Friday. You can find more information about the New York firm at moneymasters.com.