Roth Financial Partners provides investment advisory services tailored to each client's needs. They help clients allocate assets among stocks, bonds, mutual funds, and exchange-traded funds (ETFs) based on their investment goals. Roth Financial Partners also offers standalone financial planning and consulting services, covering areas like estate planning and insurance. They may recommend independent investment managers and use account aggregation software to incorporate client assets not directly managed by them.
Assets Under Management$460M
Clients267
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for additional amounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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