Rowley Financial offers both discretionary and non-discretionary asset management services, tailoring investment strategies to each client's goals, risk tolerance, and time horizon. They also provide financial planning services covering areas like retirement, college, and tax planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$84M
Clients67
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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