Joseph Roberge
Joseph Roberge is a registered investment advisor at RBC Private Counsel (USA) INC., based in Kelowna, British Columbia, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,967 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.
Location
1400-1631 Dickson Avenue, Kelowna, British Columbia, V1Y 0B5
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a director at RVRJ Holding Ltd., a family business holding company with real estate and marketplace holdings, since 2018. He assists with negotiating leases when needed and dedicates a few hours per week to this activity.
Employment History
Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
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