Roof Eidam Maycock Peralta LLC
Assets Under Management
$727.1M
Number of Clients
261
Number of Advisors
5
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$145.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Roof Eidam Maycock Peralta, LLC (REMP) offers investment advice, designing and recommending investment portfolios and assisting in implementation. REMP also provides portfolio review meetings and quarterly performance reports. REMP manages assets on a discretionary basis for both institutional and individual investors. REMP also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
235 Pine St., Suite 1200, San Francisco, CA, 94132