Overview
- Headquarters
- Philadelphia, PA
- Total Firm Assets
- $3.2 billion
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ROFFMAN MILLER ASSOCIATES, INC. PART 2 (2025-05-12)
· View brochure text
Latest filing: ROFFMAN MILLER ASSOCIATES, INC. PART 2 (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $7,000,000 | 0.75% |
| $7,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 90.74%
- Number of High-Net-Worth Clients
- 1,132
- Total Client Accounts
- 1,599
- Discretionary Accounts
- 1,588
- Non-Discretionary Accounts
- 11
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 106019
- ROFFMAN MILLER ASSOCIATES, INC. PART 2 (2026-03-26) · View brochure text
- ROFFMAN MILLER ASSOCIATES, INC. PART 2 (2025-05-12) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗