Roseline Capitol Advisors, LLC provides investment management and consulting services to individuals, not-for-profit organizations, and foundations. Operating since 2005 and based in Richmond, Virginia, the registered investment advisor builds tailored portfolios using stocks, exchange-traded funds, mutual funds, bonds, and alternative investments, managing accounts on either a discretionary or non-discretionary basis. Investment strategies incorporate fundamental, technical, cyclical, and charting analysis, with portfolio reviews conducted weekly. The firm also assists with asset allocation, diversification, and general economic topics. Roseline Capitol Advisors maintains affiliations with an affiliated accounting firm, Roseline Tax Advisors, and its parent company, The Roseline Financial Group.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Subject to a minimum annual fee of $10,000. Fees are negotiable on a case-by-case basis.