Roth Investment Management offers investment management and consulting services to individuals, trusts, and other entities. For investment management, Roth Investment Management manages client portfolios based on their goals, risk tolerance, and financial circumstances. Roth Investment Management also offers investment consulting services where they review client portfolios managed by other parties and provide recommendations.
Assets Under Management$11M
Clients42
Advisors1
Avg. per Client$270K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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