Curtis C. Rose & Associates is a registered investment advisor offering portfolio management services. They work with individuals, trusts, estates, and small businesses. They evaluate your financial situation and risk tolerance to tailor investment recommendations. They primarily invest in exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs), bonds, and certificates of deposit.
Assets Under Management$3.8M
Clients19
Advisors1
Avg. per Client$200K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 0.00% |
| $10K - $500K | 3.00% |
| $500K+ | 1.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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