Rhotopia Financial Advisors

Overview

Rhotopia Financial Advisors is an independent, owner-operated LLC that serves individual, family and institutional clients. The firm combines financial planning and portfolio management with insurance brokerage services. Its advisory work covers both individual and small-business portfolios as well as institutional or business accounts. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices