Roth Builder Investments

Fee-Only (% of Portfolio)

Roth Builder Investments offers an automated investment advisory service, providing online investment and portfolio management. Clients grant Roth Builder Investments the authority to manage their assets in accounts maintained at Roth Builder Investments. The investment objective is to seek maximum long-term, risk-adjusted, after-tax returns, net of fees. Account supervision is guided by the client's objectives and tax considerations. Clients can specify reasonable restrictions on investments.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm