Rollins Financial Advisors, LLC

Rollins Financial Advisors, LLC, located in Atlanta, Georgia, is a registered investment adviser founded in 1990, specializing in providing individual investment counseling and supervisory services under a fee-only system. The firm is a subsidiary of Focus Financial Partners, LLC, with ultimate governance conducted through Ferdinand FFP Ultimate Holdings, LP. Rollins Financial Advisors offers services such as asset allocation planning, equity and fixed income security selection, and general accounting and tax services. The firm typically invests client assets in mutual funds or exchange-traded funds and may also invest in individual stocks or certificates of deposit when necessary. Rollins Financial Advisors acts as a fiduciary under ERISA and the IRC, ensuring specific duties and obligations are met. The firm charges fees based on a percentage of assets under management, with rates ranging from 0.50% to 1.50% depending on the asset tier. Clients are required to have a minimum account size of $250,000, although this may be negotiable under certain circumstances. Rollins Financial Advisors does not charge performance-based fees or engage in side-by-side management. The firm provides detailed quarterly account reviews and voting of client securities in the best interests of clients. Clients are encouraged to review custodial statements and compare them with the firm's reports. Rollins Financial Advisors has no disciplinary information and does not engage in principal or agency cross securities transactions for client accounts.