Roud Financial Services (RFS) offers financial plans and investment advice tailored to each client's situation, income, tax levels, and risk tolerance. RFS helps clients select a portfolio that matches their restrictions, needs, and targets. Clients can impose restrictions on investments based on their values, but RFS may end the relationship if the restrictions prevent them from properly servicing the account.
Assets Under Management$1.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.9M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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