Royal Oak Financial Group (ROFG) provides ongoing portfolio management based on individual client goals and risk tolerance. ROFG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. ROFG generally limits its investment advice to mutual funds, equities, bonds, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$370M
Clients399
Advisors4
Avg. per Client$920K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Royal Oak Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of your portfolio. The exact fee is negotiable and depends on the complexity of your financial situation.
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