Paige Carlson is a CFA-designated registered investment advisor at Rossby Financial, LLC, based in Ginnell, IA, with 3 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,910 clients with $850M 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 | 2.50% |
Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
923 Broad Street, Ginnell, IA, 50112
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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
Paige is an advisory representative for an RIA, a wealth advisor, a board member for a long-term care facility, and treasurer for an alumni organization. She also does bookkeeping for a construction business; her wealth advisor role takes nearly full-time hours.
Employment History
Current Registrations
Rossby Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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