Rohr Capital Management provides investment advisory services, including financial planning. They manage portfolios using a tactical allocation strategy to reduce risk and increase performance, primarily using exchange-listed securities and mutual funds. They also offer comprehensive financial plans and hourly or project-based financial planning consulting services. Investment advice is tailored to individual client needs and goals.
Assets Under Management$53M
Clients283
Advisors2
Avg. per Client$190K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Rohr Capital Management charges a quarterly management fee, paid in advance, based on the value of your portfolio. The annual fee ranges from 0.50% to 2.50%, depending on the complexity and scope of your assets. This fee is negotiated at the advisor's discretion.
Loading...