B.A. Roberts Financial Services, Inc.'s Form ADV discloses 1.15% on the first $500,000, 0.95% on the next $500,000, 0.75% on the next $2 million, 0.65% on the next $1 million, 0.20% on the next $6 million, and 0.10% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #289856), B.A. Roberts Financial Services, Inc. is subject to fiduciary duty under federal law.
B.A. Roberts Financial Services, Inc. is headquartered in MARQUETTE, MI.
B.A. Roberts Financial Services, Inc. serves 134 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, B.A. Roberts Financial Services, Inc. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
B.A. Roberts Financial Services, Inc. manages $374 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, B.A. Roberts Financial Services, Inc. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓