A complete list of active advisors currently associated with IQ Retirement Portfolios LLC

Warmer can help you find a great advisor at IQ Retirement Portfolios LLC or one who fits your needs even better.

The firm provides advisory services to retail clients — including individuals, trusts, and retirement plans — through an online wrap-fee advisory program and supplemental planning offerings. In addition to its automated portfolio management, it makes available non-discretionary phone and email consultations, topic-specific Advice Packages, and hourly CFP planning engagements. Investment recommendations and day-to-day account management are generated by proprietary algorithms overseen by an internal investment committee and implemented on a discretionary basis through approved custodians and broker-dealers. Portfolios are constructed from low-cost, index-tracking ETFs, annuities, and cash, and the firm notes that algorithmic advice is based only on client inputs entered into its online interface and therefore may not reflect aspects of a client’s full financial picture. A distinguishing feature is that the firm’s principal also holds life and annuity insurance licenses and the firm recommends guaranteed‑income annuity solutions, with annuity purchases available through affiliated websites; the potential for commission-based compensation from annuity sales is disclosed as a conflict of interest. The combination of an automated, algorithm-driven platform with packaged human advisory services and active annuity distribution is less common among peers in this category.

To learn more about the advisors currently working at IQ Retirement Portfolios 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.