Assets Under Management
$857.8M
Number of Clients
478
Number of Advisors
9
Average Client AUM
$1.8M
AUM per Advisor
$95.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Roehl & Yi provides wealth management services, including financial planning and discretionary investment portfolio management. They allocate client assets among mutual funds, ETFs, individual securities, and independent managers. They tailor services to individual client needs and continuously seek to ensure portfolios are managed consistently with their specific investment profiles.
450 Country Club Road, Suite 200, Eugene, OR, 97401