Whichard Roach Financial offers asset management services through a co-advisor relationship with Gradient Investments, LLC (GI). Whichard Roach Financial helps clients determine the appropriate investment model based on their goals and risk tolerance and has the authority to select suitable models to maintain the client's risk tolerance. GI manages the portfolios. Whichard Roach Financial shares in the management fees charged by GI.
Fee Structure
Whichard Roach Financial works with Gradient Investments, LLC to manage your investments. The annual fee is 1.50% of your portfolio for Strategic, Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios. For Preservation Portfolios, the annual fee is 1.00% of your portfolio. For Client Directed Accounts, the annual fee is $300. These fees are negotiable and assessed quarterly based on the value of your portfolio at the end of the previous quarter. The fees are deducted from your account.