Roberts Financial Services provides comprehensive investment management, financial planning, and consulting services tailored to the individual needs of each client. Roberts Financial builds customized investment portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and fixed income securities, often taking a long-term approach while maintaining discretionary authority to manage accounts. In addition to managing investments, Roberts Financial offers financial planning and consulting covering retirement, estate planning, education savings, tax strategies, and insurance needs. The firm specializes in working with high-net-worth individuals, families, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees may be negotiable at the sole discretion of the advisor.