Roi Capital Management fees and pricing
Financial planner in St. George, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 4, 2024, Roi Capital Management charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 4, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly fee for these services is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Roi Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.”
- “Clients may terminate the agreement without penalty for a full refund of ROI's fees within five business days of signing the Investment Advisory Contract.”
How Roi Capital Management’s fees compare
- Its hourly rate of $200 matches the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
About Roi Capital Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329424
- Phone
- (435) 652-0600
Other planners in St. George that publish fees
- Snow Canyon Financial Planning LLCSt. George$500-$2,500
- Soltis Investment Advisors, LLCSt. George$500-$50,000, $2,500-$6,000/mo
- Statera Wealth ManagementSt. George$300/hr
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.