Johan Rossi
Johan Rossi is a registered investment advisor at Great Wealth Investments, based in Coral Gables, FL, with 6 years of industry experience. Johan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 47 clients with $11M 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 $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client's financial circumstances. The firm offers Associated Persons and their family members a discount of up to 100% of advisory fees.
Fee Estimator
Location
One Alhambra Plaza, Floor Ph, Coral Gables, FL, 33134
Get directionsHistory
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
Johan owns J Pimentel & Co Consulting LLC, providing consulting services to furniture companies (about a quarter of his time). He also owns Great Wealth Consultants, LLC, a business consulting firm (a few hours per week), and Great Wealth Insurance LLC, where he is an insurance agent (about a quarter of his time).
Employment History
Current Registrations
Great Wealth Investments
Previous Registrations
Planner Securities LLCBroker
Gentem Capital LLCBroker
State Registrations2 states
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