Johnathan Essman is a registered investment advisor at Roland Financial Wealth Management LLC, based in Erie, PA. Johnathan 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Roland Financial Wealth Management LLC
State Registrations1 state
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