RoundAngle Advisors offers investment management and financial planning services to individuals, families, and businesses. Investment management includes creating and monitoring portfolios with stocks, bonds, ETFs, and mutual funds. Financial planning covers various aspects of financial management, providing recommendations for investments, insurance, retirement, and estate planning. RoundAngle was acquired by Wealthspire Advisors LLC.
Fee Structure
RoundAngle Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. This fee is negotiable. The fee is deducted from your account quarterly, based on the value of your account at the end of the previous quarter. Certain alternative investments will be billed based on the most recently available valuation.