Rose City Investment Consulting offers a fixed fee service that includes evaluation and analysis of existing investments, portfolio reviews, and suggestions for buying or selling specific securities. They also provide assistance with financial goals, risk assessment, cash flow, budgeting, debt structure, education funding, retirement planning, employee benefits, trusts, estates, and tax planning. Rose City Investment Consulting does not manage client assets or have authority to implement trades.
Fee Structure
Rose City Investment Consulting offers a fixed fee service that includes financial planning in any area requiring attention or potential improvement. The fee is quoted on an annual basis and paid quarterly. You can discontinue the service at any time and receive a pro-rata refund for the remainder of the quarter.