ROI Financial Advisors provides investment management services tailored to individual client goals, risk tolerance, and time horizon. They create investment plans and manage portfolios. ROI Financial also offers financial planning services covering areas like retirement, college, estate, and tax planning. These planning services are available on a fixed-fee or hourly basis. For business owners, ROI Financial can provide business financial planning in conjunction with personal financial planning.
Assets Under Management$220M
Clients268
Advisors2
Avg. per Client$820K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $8.5M | 0.75% |
| $8.5M+ | 0.65% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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