B.A. Roberts Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$342,479,628
Total clients
644
2% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
215
Average account size
$531,801
Client services
Fee options
Fixed fee engagements for financial planning and consulting, fees based on complexity and duration, estimate provided prior to engagement
$0 - $499,999: 1.15% $500,000 - $999,999: 0.95% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $3,999,999: 0.65% $4,000,000 - $9,999,999: 0.20% $10,000,000+: 0.10%
Up to $250 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
B.A. Roberts Financial Services, Inc.
989 West Washington Street, Suite 101
Marquette MI 49855, United States
Number of offices
1
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