Roundtable Healthcare Management, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Roundtable Healthcare Management, Inc
Overview
Roundtable Healthcare Management, Inc is a financial advisory firm headquartered in Lake Forest, Illinois. The firm controls $3.3 billion in assets under management over 17 accounts, making it one of the biggest firms in the nation by assets under management (AUM). Roundtable Healthcare Management, Inc has a small group, including 15 financial advisors. Roundtable Healthcare Management, Inc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, stocks and options.
Roundtable Healthcare Management, Inc oversees all of its accounts on a discretionary basis. Discretionary management means that an investment advisor makes transaction decisions without requiring the client's approval. The company's typical account size is $195.6 million. The average financial advisor at Roundtable Healthcare Management, Inc oversees about one client account, placing it among the most personalized advisor firms in the country.
The company's main office is at 272 East Deerpath Road, Suite 350, Lake Forest, Illinois 60045-5314. Roundtable Healthcare Management, Inc is legally allowed to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Roundtable Healthcare Management, Inc by the Numbers
$3.3 billion
28
17
$195.6 million
Fee Structure
A financial advisor's fees largely vary depending on which services are provided. However, fee types billed by the firm most likely include any combination of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Roundtable Healthcare Management, Inc provides services to pooled investment vehicles. Out of its 17 accounts, Roundtable Healthcare Management, Inc's biggest client is pooled investment vehicles. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Roundtable Healthcare Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.