Carey S. Roebuck Financial Services, LLC offers investment advice and manages portfolios for individuals and businesses. Clients can choose whether Roebuck Financial Services makes investment decisions for them (discretionary) or if they want to approve each trade (non-discretionary). Roebuck Financial Services may recommend equity securities, exchange traded funds, and exchange traded notes.
Assets Under Management$5.5M
Clients36
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees are negotiable and may vary based on client circumstances and service levels. Fees may be less for employee and family related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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