Road Maps Financial Group offers portfolio management based on individual client goals and risk tolerance. They create investment plans and may manage investments. Road Maps Financial Group also refers clients to other investment advisors and may receive a portion of the fees charged by those advisors. They offer financial planning services as well.
Assets Under Management$3.9M
Clients18
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1M+ | 0.00% |
Fees are negotiable. The specific percentage is not listed in the brochure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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