Paul Rossi
Paul Rossi is a CFA-designated registered investment advisor at Rossi Financial Group, based in El Dorado Hills, CA, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 62 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be discounted for firm associates and their immediate families.
Fee Estimator
Location
1212 Suncast Lane #1, El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (1)
Criminal
March 1996Other Business Activities
Paul is a real estate broker in El Dorado Hills, CA since 2009. This activity is not investment-related and involves minimal time.
Employment History
Current Registrations
Rossi Financial Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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