Roundtable Planning & Investments provides investment advice and financial planning services. The firm develops investment plans based on clients' goals and risk tolerance, and manages portfolios. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Roundtable Planning & Investments tailors its services to each client's needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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