Roland, Criss Investment Research (RCIR) offers investment advisory and consulting services. They primarily work with retirement plans, assisting plan sponsors with their fiduciary responsibilities. RCIR helps with developing investment policy statements, monitoring investments, and conducting trustee meetings. They also offer seminars and workshops. RCIR does not manage client assets; clients make the final investment decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The annual fee is negotiable and may be charged as a percentage of total assets under advisement or as a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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