Alejandro Gomez is a CFA, CFP-designated registered investment advisor at Rossmore Private Capital, LLC, based in Glastonbury, CT, with 8 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 260 clients with $1.3B 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 and range from 0.05% to 2.00%.
Fee Estimator
Location
628 Hebron Avenue, Suite 306, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rossmore Private Capital, LLC
State Registrations2 states
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