Rose Capital is a sole proprietorship providing investment supervisory services to high-net-worth individuals. Rose Capital manages accounts based on individual client needs, advising on publicly traded securities like equities, corporate debt, municipal bonds, and US government securities, as well as mutual funds. Rose Capital aims to provide a high level of personal service and does not actively solicit new clients.
Assets Under Management$81M
Clients22
AdvisorsN/A
Avg. per Client$3.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Rose Capital's standard advisory fee is 1.5% of your portfolio's value per year, charged quarterly. Rose Capital also offers a fee schedule of 0.5% of your portfolio's value per year plus a monthly fee of $200 to lower net worth clients. All fees are negotiable.
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