BS
BS

Brooklyn Strang

1 Year of Experience
Platteville, WI

Brooklyn Strang is a registered investment advisor at Rosemeyer Management Group, based in Platteville, WI, with 1 years of industry experience. Brooklyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,166 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,166 clients
Average Client Portfolio
$784K average
Assets Under Management
$914.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

RMG Wealth Management charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiable and will be specified in your agreement. The annual fee can be up to 1.50%. This fee is deducted from your account by the custodian. You'll also pay brokerage expenses and other fees charged by the custodian and any mutual funds you invest in.

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Location

1290 E Mineral St., Platteville, WI, 53818

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rosemeyer Management Group
July 2024 - Present · 1 yr 10 mos
State Registrations3 states
IAILWI
Advisor

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
No exam information available for this advisor.
Brooklyn Strang - Financial Advisor | TrueAdvisor