Stephen Allen is a registered investment advisor at Roehl & Yi Investment Advisors, LLC, based in Eugene, OR, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 478 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Roehl & Yi manages investments as part of a bundled service called the Roehl & Yi Wrap Fee Program. The annual fee for this program is based on the amount of assets managed. For assets managed outside of the program, clients are responsible for transaction costs and other fees. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.
Location
450 Country Club Road, Suite 200, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Roehl & Yi Investment Advisors, LLC
State Registrations1 state
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