Rose Capital Advisors is a registered investment advisor located in Miami Beach, Florida, offering a broad scope of investment advisory services including asset management, financial planning, and investment consulting. The firm strives to deliver realistic solutions that satisfy the core investment and life planning needs of families and small businesses. Their financial planning and consulting services cover cash flow analysis, retirement planning, education funding, trust and estate planning, life management analysis, and retirement plan analysis. Services can be provided on a stand-alone basis or as part of a comprehensive wealth management engagement. In addition, Rose Capital serves as an investment manager or advisor to private pooled investment vehicles, specifically fund-of-funds structures, and sponsors a wrap fee portfolio management program. The firm emphasizes tailored investment strategies based on each client's specific financial situation, risk tolerance, and goals, utilizing bottom-up fundamental analysis alongside technical indicators.
Fee Structure
Rose Capital Advisors offers investment management through a wrap fee program and private funds, with specific fee schedules detailed in separate program brochures. For private pooled investment vehicles managed by the firm, investors pay an annual management fee of 0.50% on committed capital and subsequently on invested capital for five years, along with potential performance-based incentive fees if returns exceed an established benchmark or hurdle rate.