Roehl & Yi Investment Advisors, LLC
Assets Under Management
$857.8M
Number of Clients
478
Number of Advisors
9
Average Client AUM
$1.8M
AUM per Advisor
$95.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Roehl & Yi provides wealth management services through a wrap fee program, including financial planning and discretionary management of investment portfolios. They allocate client assets among mutual funds, ETFs, individual securities, and independent managers. The firm tailors its services to meet individual client needs and investment profiles.
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
Location
450 Country Club Road, Suite 200, Eugene, OR, 97401