The Rose Investment Management manages diversified portfolios of individual securities for larger accounts. Smaller accounts use a combination of stocks, no-load mutual funds, institutional share classes of mutual funds and ETFs. Portfolios are managed to meet the individual investment objectives of each client. The firm has a strong equity bias and considers environmental, sustainability, and governance factors in the investment selection process.
Assets Under Management$28M
Clients48
Advisors1
Avg. per Client$590K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
For cash management, the annual fee is 0.35%. The firm reserves the right to negotiate fees different from those shown in this schedule and to enter into 'Pro Bono' investment management agreements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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