Rosenblum Silverman Sutton, S.F. Inc. offers investment management services to individuals, families, and various organizations. They create customized investment plans based on your financial situation and goals. They also offer financial planning services on an hourly or fixed-fee basis, covering areas like retirement, education, and cash flow management. Financial planning is not required to use their investment management services.
Fee Structure
Rosenblum Silverman Sutton charges a percentage of the value of your investments each year. The exact percentage is determined on a case-by-case basis, but generally falls between 1.00% and 1.25%. This fee covers investment advice and quarterly reports. The firm has a minimum annual investment management fee of $5,000 per client relationship.