Row Your Own Boat LLC provides ongoing management of client investment portfolios. They do not offer traditional financial planning services. The firm starts with an initial interview to discuss your situation and goals. If you choose to work with them, you'll sign an agreement, and they'll analyze your financial needs and develop customized investment guidelines. They typically manage portfolios with the authority to make trades without asking you first.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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