Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rovin Capital charges a fixed annual fee for financial planning and advisory services, ranging from $150 to $2,200 per month, depending on the scope and complexity of the services. For portfolio management, fees are based on assets under management, ranging from 0.25% to 2.5% annually, billed quarterly. All fees are negotiable. The firm also manages private funds (Rovin Capital Strategic Debt Fund I, LLC and Rovin Capital Strategic Real Estate Fund, LLC) with fees as described in the relevant Governing Documents.
Areas of Practice
Advisor Information
Office location
2801 N. Thanksgiving Way, Suite 190, Lehi, UT, 84043
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kimball is a member of Six Peak Capital Management, LLC, managing a debt investment to Fetch. He sits on the investment committee, dedicating minimal time to this activity.