Rollins Financial Advisors seeks to enhance each client’s financial position over the long term. They meet with clients to determine financial objectives, analyze existing assets, develop an asset allocation plan, and select investments. Rollins Financial Advisors primarily invests client assets in mutual funds or exchange-traded funds, but may also use individual stocks, bonds, or certificates of deposit. They monitor investments and provide general accounting and tax services. They also help clients obtain insurance solutions through an affiliated company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum portfolio size and annual fees may apply, but are negotiable. Specified rate applies only to assets in that tier. It is RF’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address, for purposes of determining a client’s market value of assets.