As a 100% independent Registered Investment Advisor, AMI stands ready to offer our 401k advisor services with any recordkeeper you choose. We operate on a fee-only basis, meaning we don’t accept any kickbacks or soft dollars. Our only compensation is a fixed percentage based on the size of the plan. Clients can engage us to offer an entirely new retirement plan solution or simply add AMI as the advisor on their plan without changing recordkeepers. Call us today for a complimentary retirement plan quote.
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