Roland Kljunich
Roland Kljunich is a registered investment advisor at Roland Financial Wealth Management LLC, based in Erie, PA, with 9 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 342 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roland Financial Wealth Management charges an annual fee based on the specific investment portfolio chosen. The fees are:
- Income Conservative: 1.00%
- Income: 1.50%
- Balanced: 1.75%
- Growth: 1.75%
- Tactical: 2.00%
These fees are deducted monthly, based on the average daily balance of the account. The annual fee may be negotiable. If RFWM uses sub-advisors, clients will not pay additional fees.
Location
3910 Caughey Rd, Suite 140, Erie, PA, 16506
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roland is the owner/CEO of Roland Financial, LLC, where he sells annuities, life insurance, and Medicare products, dedicating full-time hours to this activity. He is also the president/owner/writer for Roland Financial Wealth Management, LLC, writing a financial book and dedicating full-time hours to this activity as well.
Employment History
Current Registrations
Roland Financial Wealth Management LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations1 state
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