69% of Rollovers are less than $50,000
That heading is not a misprint. 80-percent of rollovers involve accounts with less than $100,000, including 69% with less than $50,000, according to the EBRI IRA Database.
While most Retirement Providers and Advisors fight each other for the 20-percent of rollovers that classify as "high-balance", the rest of these world's account holders are left to fend for themselves.
Obviously, these account holders aren't given the same attention because their accounts offer minimal potential returns for your firm. Wealth management takes time, and your time is simply too valuable for any amount less than your minimum.
Inspira will help your firm capture these "Lost Investors" with little investment of time or resources. Fill out the form on this page to download the InfoGraphic and learn more about Inspira's Managed IRA Program.