Roan Capital Partners (RCP) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. RCP primarily uses passive investment management, building portfolios with various asset classes using index mutual funds or exchange-traded funds. RCP does not have a minimum account size.
Assets Under Management$150M
Clients328
Advisors4
Avg. per Client$460K
Avg. per Advisor$38M
www.roancp.com ·www.linkedin.com/company/roancapitalpartners ·www.facebook.com/pages/category/product-service...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Roan Capital Partners' fee for managing your investments is a percentage of the value of your portfolio. The annual fee is negotiable, and you'll pay it in advance each quarter.
The fee schedule is:
- $0 - $2,000,000: 0.60% - 1.20%
- $2,000,001 and Above: 0.60% - 1.00%
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