Roscoe Financial Advisory Company manages investments and offers financial planning and tax services. Roscoe Financial acts as a legally required fiduciary, prioritizing client interests. Roscoe Financial uses low-cost mutual funds and exchange traded funds. Roscoe Financial helps clients define investment needs, objectives, and allocate assets. Roscoe Financial limits its clientele to 50 relationships.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$680K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.48% |
| $1.0M - $3.0M | 0.36% |
| $3.0M - $5.0M | 0.24% |
| $5.0M - $10.0M | 0.12% |
| $10M+ | 0.12% |
Fees negotiable above $10 million. Minimum annual fee is $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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