Rocco Santomenno is an investment advisor who has been registered since 1975. He focuses on equity investments in publicly traded securities, building portfolios based on individual client goals. He manages client assets on a discretionary basis. Clients can also pay an hourly rate for consultations. Rocco Santomenno also holds a loan originator license and owns Gold Ring Investments, Inc., but these are unrelated to his advisory business.
Assets Under Management$52M
Clients82
Advisors1
Avg. per Client$630K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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