|Helping you along the path to
financial peace of mind.....
|212 Carnegie Center Princeton, NJ 08540 - (P) 609 575 6762 - (F) 609 751 9253 - (E) firstname.lastname@example.org
|Copyright © 2011 Roche Financial Partners LLC. All rights reserved. Disclaimer.
- Investment Planning
- Cash Flow Analysis
- Tax Planning
- Portfolio design and management
- Portfolio rebalancing
- Quarterly phone review
- Monthly Custody statements
- Weekly Roche Market and Economic Reports
- Your Personal Wealth Management Website
Roche Advisory Fees 2
1.00% of assets under advisement 3
Minimum Fee of $10,000 per year
We understand that not everyone needs full comprehensive planning. Please ask us about our “Focus
Financial Plan” option which allows you to pick the modules most import to you. This option includes a
reduced minimum fee based on the modules selected.
1 Our service does not include drafting legal documents. Additional fees for estate planning attorneys may be required.
Roche will coordinate and assist in all meetings with attorneys to ensure proper execution and fees.
2 All investment assets including brokerage accounts, mutual fund accounts, retirement accounts, annuities, and any
other assets within client’s total investment portfolio.
3 Investment Management fees are based on an annual percentage rate and billed quarterly in advance. The Fee is
calculated by multiplying the fee rate by assets under advisement as of the end of the quarter. Fee quarters end on the
months March, June, September and December. The fee is deducted from your investment account.
- Retirement Planning
- Risk Management
- Health Care Planning
- Education Planning
- Estate Planning 1
- Daily investment monitoring
- Annual in-person review
- Online document vault
- Monthly Roche Newsletter
- Access to your Advisor when needed
|609-575-6762 * Info@RochePartners.com