Rosen Investment Management (RIM) refers clients to Matson Money, an unaffiliated investment advisor, for investment management. RIM helps clients select an appropriate investment approach, complete questionnaires, and review Matson Money's performance. RIM also provides educational seminars on investments and personal finance. RIM tailors programs based on client needs and may use model portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.98% |
The annual fee of 0.98% is negotiable. Matson Money is compensated through management fees charged by the mutual funds in which you are invested.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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