Rowley Financial offers investment management and financial planning services to individuals, including high net worth individuals, and retirement plans. They tailor investment advice to each client's needs and may recommend third-party investment advisors. They also offer financial planning services covering insurance, tax planning, retirement, investments, education, and estate planning.
Assets Under Management$98M
Clients166
Advisors2
Avg. per Client$590K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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