Round Table Investment Strategies provides ongoing investment advice and manages client accounts. They also offer financial planning services, focusing on long-term financial goals through investments, tax planning, risk management, retirement planning, budgeting, cash management, and charitable giving. Round Table uses a proprietary software system to help clients understand their financial situation and set objectives.
Assets Under Management$89M
Clients97
Advisors3
Avg. per Client$910K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $1.6M | 0.85% |
| $1.6M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.1M | 0.25% |
| $10.1M+ | 0.10% |
Fees are negotiable based on financial situation, assets under management, and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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