Rosemary Frank Financial offers asset management and financial consulting services to help clients achieve their financial goals. For investment management, Rosemary Frank Financial uses Envestnet to access third-party investment managers. Rosemary Frank Financial also offers financial planning services, either alongside asset management or as a standalone service, covering areas like retirement, insurance, and estate planning.
Assets Under Management$32M
Clients20
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual management fee is 2.00% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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