Assets Under Management
$1.4B
Number of Clients
1,011
Number of Advisors
7
Average Client AUM
$1.4M
AUM per Advisor
$197.5M
Compensation
Fee-Only (AUM)
Rollins Financial Advisors provides individual investment counseling and supervisory services, along with commentaries on market performance. They analyze existing assets, develop asset allocation plans, and select securities. They primarily invest in mutual funds or ETFs, but may invest in individual stocks or CDs.
| Assets Under Management | 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 minimum annual fees may apply, at the discretion of RF. Fees are negotiable under certain circumstances.
3343 Peachtree Road Ne, Suite 500, Atlanta, GA, 30326