Our Pricing

Our first two meetings (discovery/listening sessions) are always free. This gives us time to learn about each other and decide if a mutually beneficial partnership can exist.

Should we decide to work together, Our advisors charge an advisory fee annually depending upon your assets under management with us. This fee covers all of our planning services for assets over $500,000.  In an advisory fee-based relationship, typically a 1% annual fee from the clients Assets Under Management is charged to the client for investment advice, comprehensive financial planning, portfolio construction, investment strategies, etc.  Our advisors are compensated for bringing well-positioned recommendations forward to meet clients' needs, which aligns our interests with our clients.

LPL Research has no proprietary products to sell, and no investment banking relationships to cultivate.  LPL Research acts as a on investment manager by providing a wide array of model portfolios across their centrally managed platforms.  LPL's Research wealth management platforms incorporate their most timely strategic and tactical analysis, highest conviction diligence and thoughtful portfolio process. 

Give us a call at (901) 683-4030 or email walter@roopfinancial.com .   We'll set up a listening session with you to understand your needs.   After the discovery meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these plans to you using our Client Goals process.  If you decide to engage us as your advisor, we can assist with implementing your plan.

Disclosure: Investors should understand that working with an advisor who is a fiduciary does not guarantee that they will experience greater investment performance or reduced losses as compared to working with an advisor that is not acting as a fiduciary.