Rose Defrank is a CFP-designated registered investment advisor at Wealthfd, based in Conshohocken, PA, with 2 years of industry experience. Rose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 450 clients with $88M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Location
555 E North Lane, Suite 6075, Conshohocken, PA, 19428
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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 →Employment History
Current Registrations
Wealthfd
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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