Roosevelt Advisors offers investment management services to individuals, high net worth individuals, and business development companies. They provide both discretionary and non-discretionary asset management. Roosevelt may also recommend third-party managers to clients. The firm also holds seminars and workshops to educate the public on investments.
Assets Under Management$19M
Clients262
Advisors2
Avg. per Client$71K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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