John C. Roslund provides financial planning and investment management services to individuals and trusts. Financial planning includes comprehensive, segmented, insurance needs, retirement needs, and estate planning analysis. Investment management focuses on mutual funds, stocks, and bonds tailored to individual client needs.
Assets Under Management$43M
Clients40
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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