Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
478 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$857.8M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

450 Country Club Road, Suite 200, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a reservist in the US Army Reserve, but is currently separating from military service. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Roehl & Yi Investment Advisors, LLC
May 2023 - Present · 2 yrs 9 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.