A complete list of active advisors currently associated with CAtrs Teachers Retirement Services LLC
Warmer can help you find a great advisor at CAtrs Teachers Retirement Services LLC or one who fits your needs even better.
The firm operates as a very small, independent advisory practice serving individual clients and maintains a limited client roster. Its disclosure indicates the adviser provides advisory services through the registered firm and also holds independent insurance agent appointments to discuss, offer and transact fixed and indexed annuities for commission. The firm does not provide ongoing portfolio management for individual clients and does not charge advisory fees based on a percentage of assets under management, so client relationships are structured without the typical AUM fee model common among peers. The adviser also serves as the firm’s chief compliance officer and supervises firm activities in accordance with the firm’s compliance policies. Compared with typical solo independent advisors, the firm is distinctive for its very small number of clients and the principal’s background in economics and public school instruction, including involvement on community nonprofit boards. The combination of a retirement-focused advisory practice, direct involvement in annuity transactions, and the absence of AUM-based fees sets its service profile apart from many similarly sized firms.
To learn more about the advisors currently working at CAtrs Teachers Retirement Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Riverside, CA
| 7
|
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