Wind & Rose offers wealth management and portfolio management services. Wealth management includes financial planning covering retirement, taxes, estate, insurance, business succession, charitable giving, and asset protection. Portfolio management provides continuous asset management, typically on a discretionary basis, using equities, ETFs, and other securities. Wind & Rose also manages RSAC Portfolio Fund, LP, a private fund.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be lesser or greater depending on factors including but not limited to complexity of the Client’s financial situation, levels of risk tolerance and variations in transaction costs associated with specific Client requirements. Fees will not exceed 2.75% of assets added to the account during a quarter are charged on a prorated basis.