Paige Carlson is a CFA-designated registered investment advisor at Rossby Financial, LLC, based in Melbourne, FL, with 2 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 804 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rossby Financial offers investment management services for a fee based on the value of your investments. The fee is negotiable, but will not exceed 2.5% annually. The exact fee depends on the size and composition of your portfolio, the services provided, and the representative providing the services. Fees are generally charged quarterly or monthly, in advance or arrears, based on the period-end balance.
Location
2412 Irwin Street, Melbourne, FL, 32901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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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