Rex Roseman is a registered investment advisor at Roseman Wagner Wealth Management, based in Newport Beach, CA, with 4 years of industry experience. Rex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 596 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are generally not negotiable.
Fee Estimator
Location
120 Newport Center Drive, Suite 100, Newport Beach, CA, 92660
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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 →Other Business Activities
Rex owns a cattle company, several LLCs involved in real estate, investments, ranching, and fractional aircraft ownership. These activities require minimal time commitment.
Employment History
Current Registrations
Roseman Wagner Wealth Management
State Registrations2 states
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