Mitchell Romano
Mitchell Romano is a registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 19 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 375 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rose Capital Advisors offers investment management through a wrap fee program and private funds, with specific fee schedules detailed in separate program brochures. For private pooled investment vehicles managed by the firm, investors pay an annual management fee of 0.50% on committed capital and subsequently on invested capital for five years, along with potential performance-based incentive fees if returns exceed an established benchmark or hurdle rate.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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Regulatory History (1)
Regulatory
July 2005Other Business Activities
Mitchell is the Director of Operations for Rose Capital Advisors, a registered investment advisory business. This activity takes Mitchell a full-time commitment.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Saxony Securities, INC.Broker
Previous Registrations
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
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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