Rowe Consulting Group offers investment consulting services, including investment policy preparation, risk analysis, asset allocation review, and investment manager selection. They also provide a proprietary domestic equity investment rotational methodology. Rowe Consulting Group does not actively manage client investment assets but offers oversight and guidance. They also offer financial consulting on an hourly basis for clients who don't need a formal plan.
Assets Under Management$12M
Clients30
Advisors2
Avg. per Client$400K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees negotiable for accounts over $2,000,000, but will be less than 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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