Rossmore Private Capital offers investment advice and family office services to high net worth individuals, trusts, private foundations, and pension/profit-sharing plans. Rossmore provides advice on various assets, including equities, fixed income, mutual funds, and alternative investments. Family office services include financial planning, tax planning, education funding, debt management, retirement planning, and estate planning. Rossmore tailors its investment advice to each client's needs and objectives.
Assets Under Management$1.3B
Clients260
Advisors4
Avg. per Client$5.1M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and range from 0.05% to 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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