P.F. Roberts & Associates offers investment advice with a focus on income securities. The firm emphasizes personal client contact and interaction, working with clients to identify their investment goals and risk tolerance. P.F. Roberts & Associates may create portfolios consisting of individual stocks or bonds, electronically traded funds, and no-load funds. Investment strategies may include long-term buy and hold, short-term trading, short sales, and option writing strategies.
Assets Under Management$81M
Clients33
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.45% to 2.50% and are negotiable. The majority of clients pay a flat 1% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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