Rose Funkhouser is a registered investment advisor at Vested Partners: a Multi-Family Office, based in Salem, VA. Rose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 96 clients with $95M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
These fees apply to the Full Service option. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The Investment Services and Foundational Services options charge 1% annually. The Assets Held Away option charges 1.25% annually.
Fee Estimator
Location
300 E. 2nd Street, Salem, VA, 24153
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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 →Employment History
Current Registrations
Vested Partners: a Multi-Family Office
State Registrations1 state
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