RoseMark Advisors (RMA) offers financial planning and cash flow modeling services, primarily for members of The Association of Mature American Citizens (AMAC). RMA also acts as a solicitor for Composition Wealth, referring clients for investment management services. RMA may receive compensation for these referrals. RMA also has relationships to offer gold and precious metals products and insurance products to clients.
Fee Structure
RoseMark Advisors may charge a fee for financial plans or cash flow models, depending on the service level. These fees are negotiable, and sometimes the service is provided without a fee. Fixed fees typically range from $500 to $5,000, quoted in advance. Half the fee is collected upfront, and the balance is due upon completion of the written plan. RMA may also review client investment statements and provide opinions on their current allocation and holdings.