Roads Capital manages investment portfolios for individual clients. Roads Capital purchases a variety of investments, including stocks, bonds, and mutual funds. The firm focuses on value-based investing, analyzing company financials to find quality companies at attractive prices. Roads Capital does not buy securities on margin or purchase options. The minimum account size is $50,000, but this may be waived.
Assets Under Management$6.2M
Clients27
Advisors1
Avg. per Client$230K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees can be negotiable based on account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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