ROS Asset Management provides investment advice and manages portfolios for individuals and businesses. When starting with a new client, ROS Asset Management explains how they set up the account and the investment process. New clients open a brokerage account at Charles Schwab and provide ROS Asset Management with limited power of attorney to execute trades, receive confirmations and statements, deduct fees, and instruct Charles Schwab to send funds to the client. ROS Asset Management considers itself a portfolio manager for individuals.
Assets Under Management$24M
Clients23
Advisors1
Avg. per Client$1M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
For variable annuity assets, the annual fee is reduced to 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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