Round Table Financial offers investment management and financial planning services tailored to individual client needs. Investment advice is based on client goals and risk tolerance. They may recommend unaffiliated third-party investment advisors. Financial planning services include broad-based plans and targeted consulting. Clients are not obligated to act on recommendations or implement plans through Round Table Financial.
Assets Under Management$43M
Clients29
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Round Table Financial charges up to 2.0% of your portfolio per year for investment management. The fee is negotiable based on factors like the amount you invest and the complexity of your financial situation. The fee is taken from your account quarterly. Cash and margin balances are included when calculating the fee.
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