Lindsey A. Roehl

724 Capital, LLC

12 Years of Experience

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Firm Information

724 Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

1,311 clients

Average Client Portfolio

$172K average

Assets Under Management

$225.9M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

724 Capital charges an annual wrap fee of 1.00% of assets under management. This fee is generally negotiable and covers transaction fees. The fee is withdrawn quarterly in advance, and unearned fees are refunded on a prorated basis. There is an account minimum of $5,000, which may be waived at 724 Capital's discretion.

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

Lansing, MI

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Regulatory History

Clean regulatory record

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.

Other Business Activities

Lindsey assists her husband with bookkeeping for his trucking business, spending minimal time on this activity. She also works as a registered assistant.