Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roehl & Yi provides wealth management services for an annual fee based on assets under management, ranging from 0.10% to 0.95%. The fee is charged quarterly, in advance. Clients also incur charges imposed by third parties, such as fund expenses and transaction fees charged by certain independent managers. The firm may negotiate fees based on various criteria.
Areas of Practice
Advisor Information
Office location
450 Country Club Road, Suite 200, Eugene, OR, 97401
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 ActivitiesSells Insurance
Sarah is an insurance agent since 2012, spending minimal time on this activity. She also serves on the Southtowne Rotary Board and the Alvord Taylor Foundation, dedicating minimal time to each.