ROI Capital Management provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment, insurance, tax, retirement, college, and debt/credit planning. ROI generally limits its investment advice to real estate funds, equities, ETFs, treasury inflation protected bonds, commodities, venture capital funds and private placements. ROI does not have discretion over client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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