Roehl & Yi Investment Advisors provides wealth management services including financial planning and investment management. Financial planning covers investment consulting, retirement, estate, charitable giving, education, and life planning. Investment management involves allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. Roehl & Yi also advises on investments held in variable life insurance, annuity contracts, employer-sponsored retirement plans and qualified tuition plans.
Fee Structure
Roehl & Yi manages investments as part of a bundled service called the Roehl & Yi Wrap Fee Program. The annual fee for this program is based on the amount of assets managed. For assets managed outside of the program, clients are responsible for transaction costs and other fees. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.