Roadmap Wealth Management offers wealth management services, including investment portfolio management and financial planning. The firm develops a financial roadmap for clients and manages their investments accordingly. They also provide financial planning services separately, tailored to individual needs, including tax, budget, retirement, and estate planning.
Assets Under Management$38M
Clients44
Advisors1
Avg. per Client$860K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees may be negotiable depending on the size of the account, investment requirements and other considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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