Rossi Financial Associates offers investment advisory services on a fee-only basis, where they manage your investments based on your goals. They recommend how to allocate your assets among stocks, bonds, mutual funds, and exchange-traded funds. They also offer standalone financial planning and consulting services for a separate fee, covering areas like estate planning and insurance. Rossi Financial Associates may recommend other professionals, but you're not obligated to use them. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$59M
Clients29
Advisors1
Avg. per Client$2M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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