Roof Eidam Maycock Peralta LLC

Roof Eidam Maycock Peralta, LLC is an independently owned Registered Investment Advisor established in 1992, providing investment advice and financial planning services to institutional and individual investors. As of December 31st, 2022, the firm manages $615,802,721 in assets, with $603,676,597 under discretionary management. The firm's principal owners are Gary Edmund Roof, Don Henry Eidam, Jr., Randall Robert Maycock, and Juan Carlos Peralta. Services offered include investment advice, portfolio design, specific recommendations, and quarterly performance reports. The maximum Management Fee charged is 1.00% of gross assets under management, billed quarterly in advance. Retirement plan consulting services are also provided, with fees based on a percentage of Plan assets under management, not exceeding 1.00%. The firm builds custom portfolios based on fundamental, technical, and cyclical analysis, utilizing mutual funds and ETFs. Clients must have a minimum of $250,000 for an institutional advisory relationship and $267,000 for pension consulting. REMP does not utilize outside portfolio managers, and all accounts are managed in-house on a wrap fee basis. Clients have the ability to impose restrictions on investments. REMP does not accept performance-based fees, and clients may contact portfolio managers directly. The firm does not vote proxies for clients and recommends the use of LPL Financial and Charles Schwab & Co., Inc. as custodians. Schwab provides various services to the firm, including institutional brokerage services and investment research. Clients receive quarterly reports on their portfolios, and the firm conducts annual reviews of client accounts.