Rosemarie Porter is a registered investment advisor at Direct Financial Care, based in Scottdale, PA, with 2 years of industry experience. Rosemarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 88 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Direct Financial Care's investment management fees are based on a percentage of your portfolio and are individually negotiated. These fees typically range from 0.25% to 1.00% annually, although some clients may pay more or less based on their financial situation. In some cases, a flat quarterly fee may be negotiated, which will be adjusted annually for inflation.
Location
Scottdale, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Direct Financial Care
Previous Registrations
Mcclarren Financial Advisors
State Registrations2 states
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