The Rosamond Financial Group Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
The Rosamond Financial Group Wealth Management (RFG WMGT) offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. RFG WMGT also provides financial planning covering investments, insurance, taxes, retirement, college, and debt. Financial coaching services are also available for a fee.
Assets Under Management$66M
Clients68
Advisors2
Avg. per Client$970K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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