Matthew Rosenberg is a registered investment advisor at Rosecap Investment Advisors, LLC, based in Denver, CO, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 661 clients with $440M 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 $50K | 2.00% |
| $50K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $7.5M | 0.65% |
| $7.5M+ | 0.30% |
This fee schedule is for RPCM clients. The fee rate for RIS clients is 0.93% for all accounts. All investment advisory fees are negotiable and RoseCap may discount fees at its sole discretion. Clients may be grandfathered into a fee schedule.
Fee Estimator
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns M. Rosenberg Consulting, LLC (DBA RoseCap Consulting), a small business and real estate consulting company, dedicating about 10-20% of his time. He also owns RoseCap Tax & Accounting, providing tax compliance, planning, and accounting services, which takes nearly full-time.
Employment History
Current Registrations
Rosecap Investment Advisors, LLC
State Registrations2 states
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