A complete list of active advisors currently associated with Roud Financial Services, LLC
Warmer can help you find a great advisor at Roud Financial Services, LLC or one who fits your needs even better.
Roud Financial Services provides investment supervisory services and financial planning for individual clients, offering portfolio management and implementation alongside project-based financial planning. The brochure indicates the firm offers hourly planning engagements as an alternative to ongoing advisory relationships. The firm uses a written Investment Policy Statement that documents a client’s income, tax situation, and risk tolerance, and constructs portfolios intended to match each client’s restrictions, needs, and targets. Clients may impose investment restrictions, but the firm states it may terminate relationships if those restrictions prevent proper servicing under its standard suite of services. The firm’s brochure lists current assets under management of about $5.4 million and notes it does not participate in wrap-fee programs, a choice that affects how services and custody are organized compared with some peers. Roud emphasizes delivering the same core suite of services to all clients while tailoring implementation through the client-specific IPS.
To learn more about the advisors currently working at Roud Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Huntersville, NC
| 16
|
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