Anthony Montano is a registered investment advisor at Rosman Asset Management, LLC, based in The Woodlands, TX, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 104 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rosman Asset Management's investment management fees range from 0.50% to 2.50% annually, based on factors like relationship size, complexity of services, and meeting frequency. The average fee is about 1.25% annually. Fees are paid monthly, based on the average daily market value of the account. Fees may be negotiable.
Location
The Woodlands, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rosman Asset Management, LLC
Previous Registrations
Mitchell Group INC
State Registrations1 state
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