Rovin Capital offers financial planning and investment advisory services. Financial planning covers asset allocation, risk management, tax, retirement, and estate planning. Investment advice includes recommending third-party investment advisors and portfolio management. Rovin Capital creates customized financial plans and monitors client accounts, making adjustments as needed. Clients can accept or reject recommendations and choose whether to implement them through Rovin Capital or other advisors.
Fee Structure
Rovin Capital offers portfolio management services for a fee based on the type of investment. The fee is charged quarterly, either in advance or after the quarter, based on the market value of your account. The fees range from 0.25% to 2.5% annually for stocks, mutual funds, ETFs, and bonds. The exact fee depends on the specific client agreement. Rovin Capital requires clients to authorize direct billing from their accounts for these fees.