Roundview Capital offers investment advisory services and financial planning to individuals, families, pension plans, trusts, estates, charities, and businesses. Roundview provides investment advice tailored to each client's needs and goals. They may also offer financial planning, consulting, and tax preparation services. Roundview does not sell financial products or accept commissions.
Assets Under Management$1.9B
Clients537
Advisors5
Avg. per Client$3.5M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$1M
Roundview Capital charges an annual investment advisory fee based on the value of your portfolio. The fee can be up to 1.50% of the total assets they manage. The exact fee depends on factors like the amount you invest, the complexity of your situation, and the scope of financial consulting services you need. Fees are billed semi-annually.
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