B
Bert Reames Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$0
About
Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans (401(k), 403(b), and 457 plans) and works exclusively with plan sponsors and their employees to design and implement those retirement programs. The firm provides participant education, enrollment assistance, fund selection guidance and ongoing plan support rather than offering individualized investment management to outside clients.
BRIA constructs plan lineups using a Modern Portfolio Theory framework and limits investments to no-load mutual funds, periodically reviewing fund performance and replacing options that fail to meet class standards. The firm does not maintain custody or exercise discretionary trading authority; participants access accounts and execute trades through a third‑party administrator, and BRIA offers an optional AutoRebalance feature and periodic account reviews.
Noteworthy for a firm of its type, BRIA emphasizes ongoing employee education and workshops for plan participants and restricts its client base to group retirement plans, explicitly excluding individual and high‑net‑worth clients and individual portfolio management. The firm also operates through a third‑party administrator for custody and execution and maintains a solicitor arrangement with another registered adviser to serve employees who seek individualized advisory services; BRIA reports total plan assets of roughly $90 million that are not under its discretionary control.
Client services
Educational seminars or workshops
Education/enrollment of employees in group plans [403(b), 401(k), and 457 plans]
Education/enrollment of employees in group plans [403(b), 401(k), and 457 plans]
Expertise
General retirement planning
Occupation focus
Retired
Fee options
0.70 to 1.00 basis points (0.007% to 0.01%) of assets under management quarterly
Fee-only: Advisory fees are solely based on assets under management; no other direct or indirect compensation received
Main office location
Bert Reames Investment Advisors, Inc.
Jacksonville FL, United States
Number of offices
1
Most active in
Bert Reames Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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