Roi Financial Fees & Minimum

Overview

Headquarters: Beaverton, OR
Total Firm Assets: $264 million
Average High-Net-Worth Client Portfolio Size: $2.6 million

Fee Disclosure

Source: ROI ADV 2A (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.35%
$500,001	$1,000,000	1.15%
$1,000,001	$2,500,000	1.00%
$2,500,001	$5,000,000	0.85%
$5,000,001	$8,500,000	0.75%
$8,500,001	and above	0.65%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,875	1.29%
$5 million	$49,125	0.98%
$10 million	$85,125	0.85%
$50 million	$345,125	0.69%
$100 million	$670,125	0.67%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 77.88%
Number of High-Net-Worth Clients: 80
Total Client Accounts: 1,518
Discretionary Accounts: 1,507
Non-Discretionary Accounts: 11

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 160100

ROI ADV 2A (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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