Our services start and end with you as the central focus at Round Table Capital Management. After our Investment Portfolio Review and Discovery session, if you choose to engage our services, a highly experienced CERTIFIED FINANCIAL PLANNER™ will begin constructing a goals – based wealth plan with you.
Round Table Capital Management is a full service, open-architecture registered investment advisory firm with access to over 10,000 mutual funds from over 190 mutual funds families. In addition, we offer stocks, options, bonds, ETFs and fee based asset management portfolios. We have developed time tested automated portfolios that embrace and adhere to our core philosophy.
Our financial professionals maintain insurance licenses allowing Round Table to offer risk management solutions for our clients.
Fee-based Asset Management Portfolio:
- 1.15% up to $500,000
- 1.00% from $500,000 to $1,000,000
- Negotiated pricing > $1,000,000
Comprehensive Financial Planning Services:
- $250 per hour
Module-based Financial Planning Services:
- $150 per hour