Roland Financial Wealth Management (RFWM) offers investment management on a discretionary or non-discretionary basis, and financial planning services. Financial planning includes evaluating a client's current and future financial state, covering topics like financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. RFWM also holds seminars and workshops to educate the public.
Assets Under Management$69M
Clients342
Advisors3
Avg. per Client$200K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Roland Financial Wealth Management charges an annual fee based on the specific investment portfolio chosen. The fees are:
- Income Conservative: 1.00%
- Income: 1.50%
- Balanced: 1.75%
- Growth: 1.75%
- Tactical: 2.00%
These fees are deducted monthly, based on the average daily balance of the account. The annual fee may be negotiable. If RFWM uses sub-advisors, clients will not pay additional fees.
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