Roche Financial Partners is an independent wealth management firm offering ongoing financial oversight, guidance, and investment management. They act as a financial advocate for families, building long-term relationships to understand and advise on their total financial picture. Roche is legally required to act in your best interest and is not affiliated with any firm that might cause a conflict of interest. They are compensated for ongoing advice and implementation, not for selling investments.
Fee Structure
Roche Financial Partners manages investment portfolios for a fee ranging from 0.50% to 1.25% of the value of your portfolio each year. The fee is calculated at the end of each quarter and deducted from your investment account. This fee covers the design and ongoing management of your investment and retirement accounts. The firm does not receive commissions or third-party payments.