Rosman Asset Management (RAM) offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. RAM provides customized investment solutions through personal contact and discretionary investment management. RAM also offers financial consulting services in areas like investment planning and retirement planning. Clients are not obligated to implement any recommendations or maintain an ongoing relationship.
Fee Structure
Rosman Asset Management's investment management fees range from 0.50% to 2.50% annually, based on factors like relationship size, complexity of services, and meeting frequency. The average fee is about 1.25% annually. Fees are paid monthly, based on the average daily market value of the account. Fees may be negotiable.