Roberts Wealth Management provides personalized investment management and financial planning services primarily tailored for individuals and high-net-worth clients preparing for or currently in retirement. Operating as a registered investment advisor, Roberts Wealth Management creates customized portfolios utilizing third-party sub-advisors and quantitative algorithms for tactical asset allocation and target volatility strategies. Portfolios typically consist of individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. In addition to ongoing portfolio supervision, Roberts Wealth Management offers comprehensive financial planning covering income planning, estate planning, tax strategies, medical planning, and risk management. The firm also provides consulting services for specific financial topics. Roberts Wealth Management requires a minimum investment of $250,000 to open and maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
The maximum annual advisory fee is 1.90% of assets under management, determined by the scope, complexity, amount of time, or expertise required. This fee includes compensation received by any sub-adviser.