| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees negotiable thereafter.
Roffman Miller charges an annual fee based on a percentage of assets under management, paid quarterly. Fees are negotiable on an individual basis. The firm may charge a lesser fee or waive its asset minimum based on various criteria. Existing clients opening new accounts will be billed using the fee schedule agreed upon at the beginning of the relationship. Clients may incur brokerage fees and miscellaneous fees charged by the broker/dealer.
Eleven Penn Center, 1835 Market Street, Suite 500, Philadelphia, PA, 19103
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