Roman Wealth Management (RWM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RWM creates an Investment Policy Statement for each client. RWM generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs, although RWM primarily recommends individual equities. Financial planning is included as part of the portfolio management services at no extra fee.
Assets Under Management$35M
Clients62
Advisors1
Avg. per Client$570K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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