Eduardo Rosa is a registered investment advisor at Rauch Advisory LLC, based in Tampa, FL, with 1 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 153 clients with $45M 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 | 2.00% |
Fees are negotiable. A portion of the wrap fee, typically not exceeding 0.40%, is paid to Bison Wealth for sub-advisory services.
Fee Estimator
Location
3030 N. Rocky Point Dr. W., Suite 150, Tampa, FL, 33607
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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 ActivitiesSells Insurance
Eduardo is an independent insurance agent for multiple carriers, including group health and benefits, and has sub-agents. He is also a Certified Exit Planning Advisor, providing business consulting, and offers Social Security advice, dedicating about a quarter of his time to these activities. Additionally, Eduardo is an Independent Associate and Consultant for PPLSI, Inc. and engages in online, referral, and affiliate marketing, spending about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Rauch Advisory LLC
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.