Roberts Wealth Management offers financial planning and investment management services to individuals and high-net-worth individuals, particularly those preparing for or in retirement. They manage investments with the client's goals in mind, using sub-advisors for back-office support and model portfolios. Roberts Wealth Management also provides consulting services on specific financial topics. They work with clients' other advisors to ensure a coordinated approach to financial planning.
Fee Structure
Roberts Wealth Management manages your investments for a monthly fee based on the average daily balance of your account. The maximum annual fee is 1.90% of the value of your portfolio. This fee includes the compensation paid to the sub-advisor who helps with trading and back-office support. The fee is deducted from your account held at the custodian. Clients will receive statements from the custodian that provides details of the advisory fees.