Roz Paige
Roz Paige is a registered investment advisor at Strategic Advisers LLC, based in Sarasota, FL, with 16 years of industry experience. Roz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
201 N Cattlemen Rd, Sarasota, FL, 34243-4743
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business Activities
Roz is a sole proprietor of Rozlyn Paige Travel, a travel agency, and owner of Rozlyn Paige Virtual Solutions, LLC, a holding company providing virtual assistance to travel advisors. These activities take about 10-20% of Roz's time and a few hours per week, respectively.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Primerica Advisors
PFS Investments INC.Broker
PNC Investments
PNC InvestmentsBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Edward JonesBroker
Metlife Securities INC.Broker
Chase Investment Services CORP.Broker
State Registrations53 states
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.