Rollingwave Capital provides ongoing investment advice tailored to each client's needs. They work with clients to establish financial goals and create a personalized investment plan. Rollingwave Capital manages accounts with the client's objectives and tax considerations in mind. They offer advice on stocks, ETFs, options, corporate and municipal debt, mutual funds, and U.S. government securities.
Assets Under Management$21M
Clients67
Advisors1
Avg. per Client$310K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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