Rovin Capital LLC is an Arizona-based registered investment advisor founded in September 1978. Rovin Capital offers personalized financial planning and investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides comprehensive and focused financial planning, ongoing portfolio management, and recommendations for third-party investment advisors. Rovin Capital's financial planning addresses asset allocation, risk management, tax planning, retirement and estate planning, and portfolio analysis. For portfolio management, Rovin Capital constructs customized portfolios primarily consisting of stocks, bonds, exchange-traded funds, and mutual funds, aiming for long-term growth while managing risk and volatility. The firm also manages private funds and offers real estate investment opportunities. Rovin Capital emphasizes a client-centric approach, gathering detailed information on objectives, time horizons, and risk tolerance to tailor its services, and operates as a registered investment advisor legally required to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees range from 0.25% to 2.5% across stocks, equities, mutual funds, exchange-traded funds, and bonds, billed quarterly in advance or arrears. All fees are negotiable.