Rosewood Wealth Management, operating as Carolina Wealth Stewards, helps clients plan for retirement by addressing key financial questions and building a comprehensive financial plan. Rosewood offers consultations, written financial plans, and financial advisory services through third-party managers. They also provide insurance services, tax preparation, and bookkeeping for small business owners.
Fee Structure
Rosewood Wealth Management's fees for financial advisory services are based on the value of your account, ranging from 0.50% to 1.50% per year. The larger your account, the lower the rate. These fees are the same whether you use a financial product offered by a third-party manager or invest according to Rosewood's investment model portfolios. The third-party manager calculates and collects the advisory fees, passes along Rosewood's portion, and retains its own fee.