Stephen Allen is a CFP-designated registered investment advisor at Roehl & Yi Investment Advisors, LLC, based in Eugene, OR, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 500 clients with $960M in assets under management.
Compensation
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Fee Structure
Roehl & Yi Investment Advisors manages investment portfolios through a wrap fee program where most brokerage commissions and transaction costs are absorbed by the firm. The specific fee schedule details are outlined in the firm's separate wrap brochure, but fees are charged as an annual percentage of the value of your portfolio, calculated and billed quarterly in advance. The firm generally requires a minimum portfolio size of $2,000,000 to open and maintain an account, though this can be waived under certain circumstances.
Location
450 Country Club Road, Suite 200, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Roehl & Yi Investment Advisors, LLC
State Registrations1 state
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