Rose Valley Asset Management offers ongoing financial planning and investment advice. They develop an understanding of clients' objectives and goals through meetings and conversations, then create an Investment Policy Statement to recommend and manage a portfolio. They provide quarterly written reports and contact clients annually to review their financial situation and investment objectives. Financial planning is offered as part of their wealth management program.
Assets Under Management$90M
Clients72
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
A minimum of $2,000,000 of assets under management is required for this service, but this may be negotiable and subject to a $5,000 annual minimum fee. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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