Roof Eidam Maycock Peralta is an independently owned registered investment advisor based in San Francisco, California, providing investment advice, portfolio management, and financial planning services since 1992. The firm serves individuals, charitable organizations, institutions, and pension plans. Portfolio managers design custom investment portfolios using mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance and investment goals. Roof Eidam Maycock Peralta operates on a wrap fee basis, meaning trading and execution costs are bundled into the overall management fee. The firm utilizes fundamental, technical, and cyclical methods of analysis and can incorporate various strategies including long-term and short-term holdings, margin, and options when appropriate. Roof Eidam Maycock Peralta also offers retirement plan consulting services to employer plan sponsors to help establish and monitor participant-directed retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are not negotiable and are billed quarterly in advance. Retirement plan consulting services have a maximum fee of 1.00% of managed plan assets.