Scott Roseman is a registered investment advisor at Roseman Wagner Wealth Management, based in Pinedale, WY, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 596 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are generally not negotiable.
Fee Estimator
Location
115 Country Club Lane, Pinedale, WY, 82941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is involved with Roseman Wagner Wealth Management, Roseman Wagner Partner LP, Roseman Wagner GP, LLC, and Roseman Wagner Properties, LLC. He also participates in The Scott and Tara Roseman Foundation, Honcut Creek Ranch, Ramirez Water District, The Nines Land & Livestock LLC, R Horses LLC, and 1584 Construction Co LLC.
Employment History
Current Registrations
Roseman Wagner Wealth Management
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 states
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