Roble, Belko and Company offers comprehensive wealth management services, including asset allocation, portfolio management, retirement planning, and philanthropic planning. They manage accounts on a discretionary basis, considering tax consequences for taxable clients. Investment strategies are tailored to each client's needs and risk tolerance, with regular reviews to ensure conformity with objectives and guidelines. Roble also provides other advisory services such as hedging and asset/liability management.
Assets Under Management$1.1B
Clients225
Advisors8
Avg. per Client$4.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for assets over $25 million. For accounts less than $3 million, fees are negotiated, ranging from $5,000 to $20,000 annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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