Roberts Wealth Advisors offers investment advisory services to individuals and other clients. They provide comprehensive portfolio management, which includes asset management and financial planning, and standalone financial planning and consulting services. They also offer institutional investment management and retirement plan consulting. Roberts Wealth Advisors aims to understand clients' financial situations and goals to provide suitable investment advice.
Assets Under Management$390M
Clients140
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $17.5M | 0.50% |
| $17.5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...