Rollins Financial Advisors provides personalized investment counseling and ongoing portfolio management for individuals, high net worth individuals, and corporate pension plans. Rollins Financial Advisors builds customized portfolios primarily using mutual funds and exchange-traded funds, and also monitors held-away accounts like retirement plans and college savings accounts. In addition to managing investments, Rollins Financial Advisors provides general accounting and tax services. Rollins Financial Advisors operates as a legally required fiduciary, meaning they must act in your best interest. The firm is part of the Focus Financial Partners network.
Assets Under Management$1.6B
Clients1,004
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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% |
Portfolio size minimums and fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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