Roberts Financial offers investment advice and financial planning to individuals, families, trusts, estates, businesses, and retirement plans. They create customized investment strategies based on your goals, risk tolerance, and financial situation. Roberts Financial may use internal investment management or recommend independent managers. They also offer financial planning services covering retirement, estate, education, and insurance needs. Roberts Financial acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$370M
Clients1,344
Advisors3
Avg. per Client$280K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees may be negotiable. Certain clients may be subject to a legacy fee schedule that may differ from the one above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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