Roach Investment Services (RIS) provides investment management of equity and income portfolios, recommending investments based on client objectives, risk tolerance, and financial goals. RIS also offers financial planning services, including comprehensive plans and module planning (retirement, estate, insurance, education, tax, and investment planning). RIS manages, monitors, and reviews client accounts on an ongoing basis.
Assets Under Management$50M
Clients60
Advisors1
Avg. per Client$830K
Avg. per Advisor$50M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Management fees may be negotiable in certain situations, such as when assets managed exceed $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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