Rowland Financial Services provides investment management services, including developing investment policies and implementing recommendations. Services include financial planning and portfolio management for individuals and small businesses. Rowland Financial Services also reviews corporate pension plans and their tax-related management and reporting. Rowland Financial Services does not provide tax or legal services. Rowland Financial Services may contract with third-party trustees and money managers (SSG).
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees can be negotiable if clients have additional services through the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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