507 N. Front Street Harrisburg, PA 17101

We Are Financial Advisors – Not Salespeople

As a fee-only financial advisor, we are here to serve our clients, not to sell products to them.

Roof Advisory Group’s fees are transparent and competitive. We are very focused on the impact of the portfolio level cost structure as well. Our utilization of individual stocks and bonds for a significant portion of portfolio allocations dramatically reduces the operating expenses within portfolios.

In addition, given our fee-only structure, we avoid high-cost investment products that adversely affect investment returns. In many situations, this is a significant differentiating factor between us and other investment advisors who often receive compensation from the investments they select for their clients’ portfolios.

fee only Roof Advisory Group

Total Portfolio management costs generally consist of two primary types of fees:

However, just focusing on one component of costs does not give clients an accurate picture of the total costs associated with managing their portfolio.

If you are not sure of your total portfolio management costs, or want a second opinion, contact us for a portfolio evaluation.

Complimentary Consultation

Contact us online or at 717-260-9281 to speak with one of our Certified Financial Planners™ to receive a complimentary consultation of your investment portfolio.*

*Offer available for qualifying individuals