Roundangle Advisors LLC

RoundAngle Advisors LLC is a financial advisory firm based in Red Bank, NJ, established in 2015 and primarily owned by Jonathan Bernstein. The firm offers a range of services including asset management, 401(k) advisory services, financial planning, and consulting. They tailor investment advice to individual clients and provide options for investment strategies such as long-term purchases, short-term purchases, trading, and options. The firm may use methods like charting, cyclical analysis, fundamental analysis, and technical analysis in formulating investment advice. RoundAngle Advisors LLC charges a maximum annual advisory fee of 2.00% for asset management services, with fees deducted quarterly based on account value. The firm recommends the use of Charles Schwab & Co. as a custodian and broker, offering a variety of investment products and services. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not have custody of client funds or securities. RoundAngle Advisors LLC does not have any material changes to disclose since their last annual update.