Rollins Financial Advisors, LLC
Assets Under Management
$1.4B
Number of Clients
1,011
Number of Advisors
7
Average Client AUM
$1.4M
AUM per Advisor
$197.5M
Compensation
Fee-Only (AUM)
About This Firm
Rollins Financial Advisors, LLC provides individual investment counseling and supervisory services, along with market commentaries. They analyze client assets, develop asset allocation plans, and select securities. They primarily invest in mutual funds or ETFs, but may use individual stocks or bonds. They also help clients obtain insurance solutions through an affiliate.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management, as shown in the table. A minimum portfolio size and annual fee may apply, but are negotiable in certain circumstances. Fees are billed quarterly in arrears. These fees do not include brokerage commissions, transaction fees, or other custodial expenses.
Areas of Practice
Location
3343 Peachtree Road Ne, Suite 500, Atlanta, GA, 30326