Assets Under Management
$2.9B
Number of Clients
1,560
Number of Advisors
15
Average Client AUM
$1.9M
AUM per Advisor
$193.0M
Compensation
Fee-Only (AUM)
Roffman Miller Associates Inc. offers discretionary investment management and includes financial planning as part of its advisory services. They focus on long-term goals, reducing volatility, and customizing portfolios based on individual client needs. They primarily use individual stocks and bonds, and occasionally mutual funds and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable thereafter.
1835 Market Street, Suite 500, Philadelphia, PA, 19103