Roshelen, Inc. specializes in recommending clients to other investment advisors. Roshelen receives fees from these advisors when a client opens a managed account with them. Roshelen does not offer investment advice directly to clients, but provides general investment advice to individuals they refer. Roshelen does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...