Rhotopia Financial Advisors provides financial planning and investment management services to individuals, high net worth individuals, corporations, and other business entities. Financial planning includes retirement planning, insurance review, college savings, cash flow and debt management, employee benefits optimization, credit score maximization, and estate planning. Investment management services are personalized and tailored to each client's needs, with both discretionary and non-discretionary options available.
Assets Under Management$12M
Clients12
Advisors1
Avg. per Client$990K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
For assets of less than $3,000,000, the annual fee will be up to 1.30%. Minimum account $250,000/ Minimum fee $6,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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