Round Table Investment Management, LLC manages investment accounts based on each client's individual goals and objectives. This is determined through meetings, phone calls, emails, and questionnaires. The firm considers risk tolerance, liquidity needs, employment, and time horizon when managing portfolios. They primarily invest in equity securities, debt securities, exchange-traded funds, closed-end funds, mutual funds, certificates of deposit, money funds, and cash.
Assets Under Management$53M
Clients12
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. Certain clients may be subject to a different schedule based upon prior working relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...