Roche Financial Partners is an independent wealth management firm founded in 2004 and based in Princeton, New Jersey. The firm serves individuals and families by acting as a personal financial advocate, providing continuous oversight and guidance across all areas affecting clients' financial lives. Services include designing and monitoring personalized wealth management strategies, managing investment portfolios, cash flow planning, tax planning, and estate preservation oversight. Roche Financial Partners operates as a fee-only firm, meaning they do not sell products, accept sales commissions, or receive third-party payments, and they are legally required to act in their clients' best interest. The firm constructs diversified portfolios using up to 25 global asset classes and sectors while actively managing costs by utilizing low-cost index funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Typical investment management fees range from 0.50% to 1.25% of assets directly managed.