Roseline Capitol Advisors offers investment management services to individuals, not-for-profit organizations, foundations, and other institutions. Roseline manages investments in equities, mutual funds, exchange-traded funds, bonds, and other alternative investments. Roseline also provides investment consulting services related to asset allocation, portfolio diversification, and managing portfolio risk. Account supervision is based on the client's objectives and risk tolerance.
Assets Under Management$53M
Clients26
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$18M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Subject to a minimum annual fee of $10,000. The amount of the fees may be negotiated on a case-by-case basis with the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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