Roseheart Investment Advisors offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. Roseheart Investment Advisors generally invests in mutual funds, equities, bonds, ETFs, and government securities. They may request authority to make trades without asking for permission each time.
Assets Under Management$24M
Clients8
Advisors1
Avg. per Client$3M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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